Tax Principal – Technology and Life Science Industries

Baker Tilly US

Federal Tax Partner delivering industry-focused tax advisory services at Baker Tilly. Guiding clients in technology and life sciences to enhance business growth and compliance.

Posted 5/10/2026full-timeSan Jose • California • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Be a trusted leader of Baker Tilly’s tax services, providing federal tax compliance and consulting services to technology and/or life science industries, 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 requests 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

What you’ll need

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, organization, interpersonal, project management, and 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
Must be willing to travel as needed to clients nationally, and to our other Baker Tilly Offices

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work hours
Professional development opportunities

ATS Keywords

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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 skillsinterpersonal skillsproject managementcommunication skillsmentoringcounselinganalytical skillsorganizational skills

Certifications

CPAJDEnrolled Agent