Tax Principal, Financial Services

Tax Principal Opportunity At Baker Tilly

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Principal in our New York Financial Services Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to the financial services industry to include banks and insurance companies. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.

You will enjoy this role if:

• You are an expert in tax provisioning, tax compliance and tax consulting specifically with financial institution clients
• You want to work for a leading CPA advisory firm which is growing, growth means more opportunity
• You are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrow

What you will do:

• Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to financial institution clients positively impacting your clients through:
• Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinational
• Consulting on technical matters and special projects in various areas of corporate tax including FAS 109 and FIN 48
• Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration
• Coordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
• Overseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firm
• Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team members
• Recruit, develop, lead and retain team members, setting overall direction/strategy
• Demonstrate leadership, initiative, excellent team skills, and high ethical standards
• Represents the firm at key community events, firm functions, and other meetings

Qualifications

• Bachelor's Degree required, Masters or advanced degree desirable
• CPA required
• Eleven (11)+ years' experience providing tax compliance and consulting services in a professional service firm
• Five (5)+ years' of supervisory experience, mentoring and counseling associates
• Experience working with financial institution clients
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Highly developed software and Microsoft Suite skills