Insurance Tax Principal

4 weeks ago


New York, New York, United States Baker Tilly Full time
Unlock Your Potential as an Insurance Tax Principal

Baker Tilly, a leading advisory, tax, and assurance firm, is seeking a seasoned Insurance Tax Principal to join our team. As a trusted advisor, you will deliver industry-focused tax advisory and compliance services to the Insurance industry, working closely with firm leadership and associates to serve clients and drive business growth.

About the Role:

As an Insurance Tax Principal, you will be responsible for:
  • Providing tax compliance and consulting services to Insurance clients, including tax provisioning, tax consulting, and tax planning
  • Leading client relationships and managing client engagement staffing, billings, and collections
  • Developing and implementing tax strategies to drive business growth and profitability
  • Collaborating with other service line leadership to develop tax service market positioning and branding, strategy, and messaging
  • Recruiting, developing, leading, and retaining team members, setting overall direction and strategy

Requirements:

To be successful in this role, you will need:
  • A Bachelor's Degree, with a Master's or advanced degree desirable
  • CPA certification highly desirable
  • 10+ years of 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
  • 8+ 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

What We Offer:

Baker Tilly offers a dynamic and entrepreneurial work environment, with opportunities for professional growth and development. As an Insurance Tax Principal, you will have the chance to work with a talented team, develop your skills, and make a meaningful impact on our clients' success.

Join us and take the first step towards a rewarding career as an Insurance Tax Principal at Baker Tilly.

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