Insurance Tax Principal

6 days ago

New York, United States Baker Tilly US, LLP Full time

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 worlds 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.

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 joining Baker Tilly Advisory Group, LP as an Insurance Tax PrincipalBe 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 firms 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 teams professional growth and your continued development, creating endless opportunities now, for tomorrow

What you will do:

  • Be a trusted leader of Baker Tillys 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:

Requirements:

  • Bachelor's Degree required, Masters 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


Additional Information:

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