Insurance Tax Principal
Company: Baker Tilly
Location: New York
Posted on: March 4, 2025
Job Description:
Baker Tilly Advisory Group, LP is seeking an Insurance Tax
Principal to join our entrepreneurial firm, one of the fastest
growing in the US. As a valued business 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 build the
business.ResponsibilitiesYou 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 team's
professional growth and your continued development.What you will
do:
- Provide federal tax compliance and consulting services to
Insurance clients.
- Lead client relationships on day-to-day tax matters.
- Consult on technical matters and special projects in corporate
tax.
- Research tax matters and respond to IRS inquiries.
- Coordinate with specialty tax practices on complicated tax
matters.
- Oversee tax-planning responsibilities for federal clients.
- Manage client engagement staffing, billings/collections, and
ensure client profitability targets are met.
- Utilize entrepreneurial skills to network and build strong
relationships.
- Participate in developing tax service market positioning and
branding.
- Invest in your professional development.
- Support the growth and development of team members.
- Recruit, develop, lead, and retain team members.
- Demonstrate leadership, initiative, and high ethical
standards.
- Represent the firm at key community events and firm
functions.Qualifications
- Bachelor's Degree required, Master's or advanced degree
desirable.
- CPA highly desirable.
- Ten or more years' experience providing tax compliance and
consulting services.
- Previous role as a leader or equity holder in a professional
services firm.
- Eight or more years of supervisory experience.
- Strong Insurance industry experience.
- Demonstrated management, organizational, interpersonal, project
management, and communication skills.
- Highly developed software and Microsoft Suite skills.
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Keywords: Baker Tilly, New York , Insurance Tax Principal, Accounting, Auditing , New York, New York
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