Job Description:Responsibilities
Are you looking to join an entrepreneurial firm - one of the fastest growing in the US?
Are you inspired to lead a practice, lead people and make a difference for your clients?
If yes, consider joiningBaker Tilly Advisory Group, LP as an Insurance Tax Principal! Be a valued business advisor delivering industry-focused tax advisory and compliance services to the Insurance industry. You will work side-by-side with firm leadership and our 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. As one of the fastest-growing firms in the nation, Baker Tilly has the ability to provide you with an amazing experience working with some of the most entrepreneurial leaders in our field.
You will enjoy this role if:
- You are an expert in tax provisioning, tax compliance and tax consulting to Insurance clients.
- You want to work for a leading CPA advisory firm which is growing - growth means 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 Insurance 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 tax including FAS 109 and FIN 48.
- 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 area, international, research and development along with credits and incentives areas.
- Overseeing tax-planning responsibilities for federal clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates.
- 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.
- 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 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.
- Recruit, develop, lead and retain team members, setting overall direction/strategy.
- Demonstrate leadership, initiative, excellent team skills, and high ethical standards.
- Represents the firm at key community events, firm functions, and other meetings.
Qualifications
- Bachelor's Degree required, Master's or advanced degree desirable.
- CPA highly desirable.
- Ten or more years' experience providing tax compliance and consulting services in a professional services firm.
- Previous role as a leader or equity holder in a professional services firm.
- Eight or more years of supervisory experience, mentoring and counseling associates.
- Strong Insurance industry experience, including demonstrated experience selling Tax consulting and advisory services to Insurance clients.
- Demonstrated management, organizational, interpersonal, project management, and communication skills.
- Highly developed software and Microsoft Suite skills.
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