Insurance Tax Principal

4 weeks ago

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

Baker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides 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.

The firm provides 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. The firm's advisory group provides tax and business advisory services to its clients.

Baker Tilly US, LLP is an independent member 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.

As a valued business advisor, you will deliver industry-focused tax advisory and compliance services to the Insurance industry.

You will work side-by-side with firm leadership and 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.

The firm offers a unique opportunity to work with some of the most entrepreneurial leaders in the field and to contribute to the growth and development of the team.

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 that is growing, with opportunities for professional growth and development.
  • You are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities.

Responsibilities:

As a trusted leader of Baker Tilly's Tax services, you will provide 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, reviewing complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates.
  • Managing client engagement staffing, billings/collections, and ensuring client profitability targets are met.

You will utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.

Actively participating in request for proposals to pursue additional clients/services for the firm.

Participating with other service line leadership in developing tax service market positioning and branding, strategy, and messaging.

Investing in your professional development individually and through participation in firm-wide learning and development programs.

Supporting the growth and development of team members, helping associates meet their professional goals, and proactively supporting the recruitment efforts of future team members.

Recruiting, developing, leading, and retaining team members, setting overall direction/strategy.

Demonstrating leadership, initiative, excellent team skills, and high ethical standards.

Representing 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 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.

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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