Tax Principal leading tax compliance and consulting for commercial clients at Baker Tilly. Mentoring associates and developing tax strategies with impact in the Philadelphia market.
Responsibilities
Be a trusted leader of Baker Tilly’s tax services providing tax compliance and consulting services to commercial 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 and flow through taxation, accounting methods, and ASC740
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
Providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
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
Demonstrate leadership, initiative, excellent team skills, and high ethical standards
Represents the firm at key community events, firm functions, and other meetings
Requirements
Bachelor’s degree in accounting, or related field, CPA and/or JD required; Master’s Degree or advanced certification in taxation is preferred
Fifteen (15)+ years’ experience in public accounting, with at least five (5+) years of supervisory experience counseling associates
Previous equity-holding role in a major public accounting firm
A proven track record of delivering high-quality tax services, managing complex tax issues and leading and developing teams
Strong technical knowledge and understanding of tax compliance and reporting requirements and best practices for flow through entities and partnerships, as well as the tax implications of various business transactions, entity structuring and tax planning strategies.
Ideal candidate will have worked with a variety of industries as a client base
Demonstrated ability to develop and maintain long-term client relationships, identify and pursue new business opportunities and generate revenue growth
A proactive, innovative and solution-oriented mindset with excellent communication, presentation and interpersonal skills
Must be local to Philadelphia, and be willing and able to travel as needed to serve clients
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