Tax Principal, Real Estate

About the role

Baker Tilly is a leading advisory, tax and assurance firm with a genuine coast-to-coast and global reach in major U.S. regions and leading financial centers worldwide. As a Federal Tax Partner in our National Real Estate Practice, you will serve as a trusted business advisor delivering industry-focused tax advisory and compliance services to real estate clients, while working closely with firm leadership and associates to drive client success and firm growth. This role offers an entrepreneurial ownership experience with some of the most innovative partners in the field.

Responsibilities

• Lead client relationships on day-to-day tax matters for middle market to multinational clients in construction and real estate.
• Consult on technical matters and special projects across corporate and flow-through taxation, accounting methods, and ASC 740.
• Research tax matters, respond to IRS and other tax authority inquiries, and recommend client actions.
• Coordinate with specialty tax practices on state and local, high net worth, international, R&D, credits, and incentives issues.
• Oversee tax-planning responsibilities for federal and individual clients; review complex tax research on business transactions for various entities and affiliates.
• Provide recommendations for business and process improvements based on operational insights and client objectives.
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Leverage entrepreneurial skills to network, build internal and external relationships, and acquire new clients, projects, and revenue.
• Participate in request for proposals to pursue additional clients and services.
• Collaborate with service line leadership to develop tax service market positioning, branding, strategy, and messaging.
• Invest in professional development and support team member growth, including mentoring associates and supporting recruitment efforts.
• Demonstrate leadership, initiative, teamwork, and high ethical standards.
• Represent the firm at key community events, firm functions, and meetings.

Qualifications

• Bachelor’s degree required; Master’s or advanced degree desirable.
• CPA or JD required, or Enrolled Agent.
• Fifteen (15+) years of experience providing federal tax compliance and consulting services in a professional services firm, with a focus on real estate clients; relevant industry experience considered.
• Proven success in building and growing a book of business.
• Five (5+) years of supervisory experience, including mentoring and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, deliver exceptional client service, commit to continuous learning, and maintain a strong ethical foundation.
• Highly developed software and Microsoft Suite skills.
• Willingness to travel nationally and to other Baker Tilly offices as needed.