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 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, while Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services. Baker Tilly 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 a combined worldwide revenue of $5.2 billion.

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the U.S.? If yes, consider joining Baker Tilly (BT) as a Tax Principal focused on growing the Houston market! You will be a valued 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.

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.

You will enjoy this role if:

• You are an expert in tax and know the Houston market and want to make an impact to help grow this area.
• You want to work for a leading CPA advisory firm which is growing, providing more opportunity.
• You are passionate about contributing to your team’s professional growth and your continued development, creating endless opportunities now, for tomorrow.

What you will do:

• Be a trusted leader of Baker Tilly’s tax services, providing federal tax compliance and consulting services to commercial clients and positively impacting clients by being a valued tax business advisor and leading client relationships on day‑to‑day tax 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 various 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, research and development, credits and incentives matters.
• 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 various entities and affiliates.
• Provide recommendations for business and process improvements based on knowledge of client operations, processes, and 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 to acquire new clients, projects, and revenue.
• Actively participate in request for proposals to pursue additional clients/services for the firm.
• Participate with other service‑line leadership in developing tax service market positioning and branding, strategy, and messaging.
• Invest in your professional development individually and through firm‑wide learning and development programs.
• Support the growth and development of team members, help associates meet professional goals, and proactively support 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.

• Bachelor’s Degree required;
  Master’s or advanced degree desirable.
• CPA or JD required.
• Fifteen (15)+ years’ experience providing federal tax compliance and consulting…