Tax Principal, Commercial Services

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

• 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 LLP (BT) AS A TAX PRINCIPAL IN OUR
• COMMERCIAL SERVICES PRACTICE FOCUSED ON GROWING THE DC MARKET! BE A VALUED
• BUSINESS ADVISOR DELIVERING INDUSTRY-FOCUSED TAX ADVISORY AND COMPLIANCE
• SERVICES TO MIDDLE MARKET CLIENTS. 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 TAX AND KNOW THE DC MARKET AND WANT TO MAKE AN IMPACT TO

HELP GROW THIS AREA

• YOU WANT TO WORK FOR A LEADING 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 COMMERCIAL 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

QUALIFICATIONS

• 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 MAJOR PROFESSIONAL SERVICES FIRM, RELEVANT INDUSTRY

EXPERIENCE IS CONSIDERED

• 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

• Must be able to work non-traditional hours due to client deadlines, including

weekends during tax season and travel to clients as needed