Tax Principal - Flow-Through Tax Compliance at Baker Tilly Advisory Group, LP in Houston, Texas

Job Description:

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. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.


Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members 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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.


Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.


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.


Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.




Job Description:




Responsibilities




Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" tax expert?




Are you inspired to help lead a practice, lead people and make a difference for your clients?



If yes, consider joining Baker Tilly (BT) as a Tax Principal focused on Flow-Through Tax in our Houston office. Be a valued business advisor providing strategic tax services for flow-through entities and partnerships. You will oversee tax compliance and reporting mainly in the Private Equity Space. 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, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.



You will enjoy this role if:

• You are an expert in flow-through tax entities and Partnerships, primarily working with Private Equity Clients, and know the Dallas 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, 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
  
  
  

• Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to commercial clients positively impacting your clients through:
  
  
  
  
  • Being a valued tax business advisor, leading client relationships on day-to-day delivery of high-quality tax compliance and reporting services for flow-through entities and partnerships, ensuring adherence to deadlines, quality standards and regulatory requirements
    
    
  
  
  • Consulting on technical matters and special projects in various areas of partnership and flow through taxation and accounting methods
    
    
  
  
  • Advise clients on the tax implications of various business transactions, entity structuring and tax planning strategies
    
    
  
  
  • 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
    
    
  
  
  • Stay abreast of the latest developments and changes in tax laws and regulations affecting flow-through entities and partnerships and communicate the impact and implications to clients and staff
    
    
  
  
  
  


• 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
  
  

• Bachelor's Degree in accounting, or related field, CPA and/or JD required. A Master's Degree or advanced certification in taxation is preferred
  
  


• Fifteen (15)+ years' experience in public accounting, with a focus on flow-through entities and partnerships, with at least five (5+) years of supervisory experience counseling associates
  
  


• A proven track record of delivering high-quality tax services, managing complex tax issues and leading and developing teams
  
  


• Strong technical knowledge and understanding of tax compliance and reporting requirements and best practices for flow-through entities and partnerships, as well as the tax implications of various business transactions, entity structuring and tax planning strategies. Ideal candidate will have worked with a heavy Private Equity client base
  
  


• Demonstrated ability to develop and maintain long-term client relationships, identify and pursue new business opportunities and generate revenue growth
  
  


• A proactive, innovative and solution-oriented mindset with excellent communication, presentation and interpersonal skills
  
  


• Must be local to the Houston market and be willing and able to travel as needed to serve clients