Baker Tilly US

Tax Principal, Real Estate

Baker Tilly US

full-time

Posted on:

Location Type: Office

Location: San Francisco • California • Oregon • United States

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Job Level

Lead

About the role

  • Be a trusted leader of Baker Tilly’s tax services providing federal tax compliance and consulting services to construction and real estate clients positively impacting your clients through:
  • Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinational
  • Consulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
  • Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration
  • Coordinating 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
  • Overseeing 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
  • Providing recommendations for business and process improvements based upon 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 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
  • Demonstrate leadership, initiative, excellent team skills, and high ethical standards
  • Represents 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
  • Fifteen (15+) years’ experience providing federal tax compliance and consulting services in a professional services firm, working with real estate clients
  • Five (5)+ years’ of supervisory experience, mentoring and counseling associates
  • 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
  • Must be willing to travel as needed to clients on a National scale and to other Baker Tilly Offices.
Benefits
  • Equal opportunity/affirmative action employer
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
federal tax compliancetax consultingcorporate taxationflow through taxationASC740tax researchtax planningbusiness transactionsprocess improvementsclient profitability
Soft Skills
leadershipinitiativeteam skillsethical standardsinterpersonal skillsproject managementcommunication skillsanalytical skillsorganizational skillsmentoring
Certifications
Bachelor's DegreeCPAJD