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About the Role
Baker Tilly is seeking a Tax Principal to focus on growing the Northern California Technology Industry market. This role involves delivering tax advisory and compliance services to middle market clients, mentoring staff, and contributing to the firm's growth and success. You will be a key business advisor, leading client relationships and consulting on various tax matters.
Responsibilities
- Serve as a trusted leader of Baker Tilly’s tax services, providing federal tax compliance and consulting to commercial clients.
- Act as a valued tax business advisor, leading client relationships on day-to-day tax matters for middle market to multinational clients.
- Consult on technical matters and special projects in corporate and flow-through taxation, accounting methods, and ASC740.
- Research tax matters, respond to IRS and tax authority inquiries, and provide client recommendations.
- Coordinate with specialty tax practices on complex state and local, high net worth, international, R&D, and credits and incentives matters.
- Oversee tax planning for federal and individual clients, and review complex tax research related to business transactions.
- Provide recommendations for business and process improvements based on client operations and objectives.
- Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
- Utilize entrepreneurial skills to network and build relationships for acquiring new clients, projects, and revenue.
- Actively participate in request for proposals to pursue additional clients/services.
- Collaborate with service line leadership in developing tax service market positioning, strategy, and messaging.
- Invest in professional development individually and through firm-wide learning programs.
- Support the growth and development of team members, assisting associates with professional goals and recruitment efforts.
- Demonstrate leadership, initiative, excellent team skills, and high ethical standards.
- Represent the firm at key community events, firm functions, and other meetings.
Requirements
- Bachelor's Degree required.
- CPA, JD or EA required.
- Fifteen (15)+ years’ experience providing federal tax compliance and consulting services in a professional services firm.
- Relevant industry experience is considered.
- Experience providing corporate tax services to the Technology Industry preferred.
- Five (5)+ years’ of supervisory experience, mentoring and counseling associates.
- Demonstrated management, analytical, organization, interpersonal, project management, and communication skills.
- Ability to lead and supervise others, provide exceptional client service, and demonstrate commitment to continuous learning.
- Ability to see the "big picture" as well as the details.
- Display appropriate ethical knowledge and commitment.
- Exhibit a sense of urgency and commitment to quality and timely project completion.
- Highly developed software and Microsoft Suite skills.
Skills
- Tax advisory
- Tax compliance
- Federal tax
- Corporate taxation
- Flow-through taxation
- Accounting methods
- ASC740
- State and local tax
- High net worth tax
- International tax
- Research and development tax credits
- Credits and incentives
- Client relationship management
- Business development
- Networking
- Project management
- Leadership
- Mentoring
- Coaching
- Analytical skills
- Organizational skills
- Interpersonal skills
- Communication skills
- Microsoft Suite
Location
- Northern California
Work Type
- Full-time
Experience Level
- Principal
- 15+ years
- 5+ years supervisory
Education Level
- Bachelor's Degree
- Masters or advanced degree desirable
About the Company
- Baker Tilly is a leading advisory, tax and assurance firm with a genuine coast-to-coast and global advantage in major regions of the U.S. and international financial centers.
- Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure.
- Baker Tilly US, LLP is a licensed independent CPA firm providing attest services.
- Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services and are not licensed CPA firms.
- Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
- Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Equal Opportunity
- Baker Tilly is an equal opportunity/affirmative action employer.
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.