Tax Principal - Healthcare Services

Tax, Healthcare Services

• Responsibilities

Be a valued business advisor delivering industry-focused tax advisory and compliance services to the healthcare services industry. You will work side by side with firm leadership and our associates to serve clients and build the business, directly impacting 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.

What You Will Do

• Be a trusted leader of Baker Tilly’s tax services, providing federal tax compliance and consulting services to healthcare industry 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
• Coinciding 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
• Managing tax-planning responsibilities for federal and individual clients, reviewing complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates
• 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, reviewing complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates
• Managing client engagement staffing, billings/collections, and ensuring client profitability targets are met
• Utilizing your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
• Actively participating in requests 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
• Represent the firm at key community events, firm functions, and other meetings

Qualifications

• Bachelor's Degree required, Masters or advanced degree desirable
• CPA or JD required
• Fifteen (15)+ years’ experience providing tax compliance and consulting services in a professional service firm, relevant industry experience is considered
• Five (5)+ years’ of supervisory experience, mentoring, and counseling associates
• Experience working with healthcare industry clients
• Demonstrated management, analytical, organization, interpersonal, project management, and 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