Tax Principal - Private Equity Fund Level

Tax Principal - Private Equity Fund

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members 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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities

• Be a valued business advisor delivering industry-focused tax advisory and compliance services to Private Equity firms.
• 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.
• Utilize your expertise to help develop the technical and professional skills of a group of talented staff.
• Lead client relationships on day-to-day tax matters with various clients ranging from middle market to multinational.
• Consult on technical matters and special projects in various areas of corporate tax including FAS 109 and FIN 48.
• Research various tax matters, respond to IRS and other tax authority inquiries, and make recommendations to the client for consideration.
• Coordinate 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.
• Manage 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.
• Oversee 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.
• 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 Private Equity clients structuring fund-level tax strategies.
• 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.