Tax Principal, Real Estate

About the role

Baker Tilly is a leading advisory, tax, and assurance firm, offering clients a coast-to-coast and global advantage in major U.S. regions and leading financial centers. The firm operates through an alternative practice structure and is part of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.

Responsibilities

• Deliver industry-focused tax advisory and compliance services to real estate clients.
• 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 areas such as corporate and flow-through taxation, accounting methods, and ASC740.
• 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 state and local, high-net-worth, international, research and development, and credits and incentives areas.
• 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.
• Provide recommendations for business and process improvements based on 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 entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
• Participate in request for proposals to pursue additional clients/services for the firm.
• Develop tax service market positioning and branding, strategy, and messaging.
• Participate in firm-wide learning and development programs to support professional growth.
• Support the growth and development of team members, helping associates meet their professional goals and proactively supporting the recruitment efforts of future team members.
• 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, Masters or advanced degree desirable.
• CPA or JD required or Enrolled Agent.
• Fifteen (15+) years' experience providing federal tax compliance and consulting services in a professional services firm, working with real estate clients; relevant industry experience is considered.
• Proven success in building out a book of business.
• Five (5) + years of supervisory experience, mentoring and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project management, communication skills.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning 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.
• Willingness to travel as needed to clients nationally and to other Baker Tilly offices.

Qualifications

• Bachelor's Degree required, Masters or advanced degree desirable.
• CPA or JD required or Enrolled Agent.
• Fifteen (15+) years' experience providing federal tax compliance and consulting services in a professional services firm, working with real estate clients; relevant industry experience is considered.
• Proven success in building out a book of business.
• Five (5) + years of supervisory experience, mentoring and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project management, communication skills.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning 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.