Tax Principal

Overview

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 many world‑leading financial centers including New York, London, San Francisco, Los Angeles, Chicago and Boston.

Through the alternative practice structure, Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services following the AICPA Code of Professional Conduct and applicable laws and standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services.

Baker Tilly US, LLP 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 combined worldwide revenue of $5.2 billion.

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.

We are looking for a tax expert to join an entrepreneurial firm which is one of the fastest growing in the U.S. As a Tax Principal focused on growing the Houston market, you will serve as a key business advisor delivering industry‑focused tax advisory and compliance services to middle‑market clients, working side‑by‑side with firm leadership and associates to serve clients and build the business, having a direct impact on the firm’s success.

• Lead and manage the tax services function, providing federal tax compliance and consulting services to commercial clients.
• Act as a trusted tax business advisor, leading client relationships on day‑to‑day matters with a range of clients from middle‑market to multinational.
• Consult on technical matters and special projects in corporate and flow‑through taxation, accounting methods and ASC 740.
• Research tax matters, respond to IRS and other tax authority inquiries and make recommendations to clients.
• Coordinate with specialty tax practices on complicated state, local, high‑net‑worth, international, R&D, credits and incentives matters.
• Oversee federal and individual tax‑planning responsibilities, review complex tax research on a wide range of issues 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.
• Build and nurture relationships internally and externally to acquire new clients, projects and revenue; actively participate in RFPs.
• Collaborate with service line leadership to develop tax service market positioning, branding, strategy and messaging.
• Invest in personal and firm‑wide learning and development programs.
• Support the growth and development of team members, helping associates meet professional goals and supporting recruitment of future staff.
• Demonstrate leadership, initiative, excellent team skills and high ethical standards.
• Represent the firm at key community events, firm functions and other meetings.

• You are an expert in tax and know the Houston market and want to impact growth.
• You want to work for a leading CPA advisory firm with more opportunities.
• You are passionate about contributing to your team’s professional growth and your own development, creating opportunities now for tomorrow.

• Bachelor’s Degree required;
  Master’s or advanced degree desirable.
• CPA or JD required.
• 15+ years of experience providing federal tax compliance and consulting services in a professional services firm; relevant industry experience considered.
• 5+ years of supervisory experience mentoring and counseling associates.
• Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, see the big picture as well as details, display ethical knowledge and commit to quality and timely completion of projects.
• Highly developed software and Microsoft Suite skills.