Talent.com
Tax Principal - Flow-Through / Partnership Tax Compliance

Tax Principal - Flow-Through / Partnership Tax Compliance

Baker TillyHouston, TX, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

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.

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 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 / Partnership Tax in our Dallas or 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

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 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
  • Advising 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
  • Qualifications

  • 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
  • Create a job alert for this search

    Tax Tax • Houston, TX, US

    Related jobs
    • Promoted
    Transaction Tax Senior Associate

    Transaction Tax Senior Associate

    WeaverHouston, TX, US
    Full-time
    Transaction Tax Senior Associate.Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human el...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Expert - Local

    Tax Expert - Local

    IntuitDayton, TX, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 21 days ago
    • Promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationBaytown, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 25 days ago
    • Promoted
    Tax Partner - Corporations

    Tax Partner - Corporations

    RSMHouston, TX, US
    Full-time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Compliance Specialist

    Tax Compliance Specialist

    VirtualVocationsHouston, Texas, United States
    Full-time
    A company is looking for a Tax Compliance Specialist II.Key Responsibilities Prepare state and local non-income tax returns and ensure timely filing of annual reports Analyze tax source data and...Show moreLast updated: 3 days ago
    • Promoted
    Travel Certified Occupational Therapist Assistant (COTA) - $34 to $38 per hour in Angleton, TX

    Travel Certified Occupational Therapist Assistant (COTA) - $34 to $38 per hour in Angleton, TX

    AlliedTravelCareersAngleton, TX, US
    Full-time
    AlliedTravelCareers is working with Patterns LLC to find a qualified Certified Occupational Therapist Assistant (COTA) in Angleton, Texas, 77515!. Patterns is one of the leading service providers in...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Consultant - Global Trade

    Tax Consultant - Global Trade

    VirtualVocationsSugar Land, Texas, United States
    Full-time
    A company is looking for a Tax Consultant - Customs Automated Commercial Environment (ACE) system.Key Responsibilities : Prepare, review, and analyze tax and trade compliance documentation Conduc...Show moreLast updated: 3 days ago
    • Promoted
    Tax Accountant - Tax - Global Compliance and Reporting - Manager - Multiple Positions - 1648251

    Tax Accountant - Tax - Global Compliance and Reporting - Manager - Multiple Positions - 1648251

    EYHouston, TX, US
    Full-time
    Tax Accountant - Tax - Global Compliance And Reporting - Manager.EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.At ...Show moreLast updated: 2 days ago
    • Promoted
    Tax Associate

    Tax Associate

    RepsolHouston, TX, US
    Full-time
    At Repsol, we are committed to equality and do not request personal information.We believe that diversity contributes to innovative ideas and provides added value that enables us to benefit from mu...Show moreLast updated: 16 days ago
    • Promoted
    Tax Expert - 2+ Yrs Paid Tax Experience Required

    Tax Expert - 2+ Yrs Paid Tax Experience Required

    IntuitDayton, TX, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 6 days ago
    • Promoted
    Tax Associate - 2+ Yrs Paid Tax Experience Required

    Tax Associate - 2+ Yrs Paid Tax Experience Required

    IntuitDayton, TX, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 6 days ago
    • Promoted
    Seasonal Tax Associate - Local

    Seasonal Tax Associate - Local

    IntuitHitchcock, TX, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Consultant - Global Trade Advisory

    Tax Consultant - Global Trade Advisory

    VirtualVocationsHouston, Texas, United States
    Full-time
    A company is looking for a Senior Tax Consultant - Global Trade Advisory.Key Responsibilities : Prepare, review, and analyze tax and trade compliance documentation Conduct tax research and trade ...Show moreLast updated: 1 day ago
    • Promoted
    Senior Tax Manager - Transfer Pricing

    Senior Tax Manager - Transfer Pricing

    EisnerAmperHouston, TX, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 26 days ago
    • Promoted
    Tax Associate

    Tax Associate

    IntuitSeabrook, TX, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 12 days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationBaytown, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 25 days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationBaytown, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 25 days ago
    • Promoted
    Partnership Manager, Tax

    Partnership Manager, Tax

    BDO USAHouston, TX, US
    Full-time
    The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass-Through clients.Performs tax planning, preparation and research for Pass-Through business, manages ...Show moreLast updated: 30+ days ago