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