Tax Principal

Baker Tilly US

. Lead Baker Tilly’s tax services and serve as a trusted tax business advisor .

Posted 10/14/2026full-timeHouston • Texas • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Expertise in federal tax compliance and consulting, with a strong focus on corporate and flow-through taxation. Proven ability to lead client relationships, manage teams, and drive business improvements while ensuring quality and timely project completion.

Highest-signal resume keywords

Federal Tax ComplianceCPA or JD CertificationFifteen (15)+ Years ExperienceFive (5)+ Years Supervisory ExperiencePrivate Equity or Flow-Through Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax ConsultingCorporate TaxationFlow-Through TaxationASC 740Tax ResearchClient Engagement ManagementBusiness Process ImprovementProject Management

Soft Skills

Interpersonal SkillsAnalytical SkillsCommunication SkillsMentoring SkillsOrganizational Skills

Tools & Technologies

Microsoft SuiteTax Software

Certifications & Qualifications

CPAJD

Industry Keywords

Federal TaxCommercial ClientsMiddle-Market ClientsMultinational ClientsHigh-Net-Worth TaxResearch and Development Tax CreditsClient Relationship Management

About the role

Key responsibilities & impact

Lead Baker Tilly’s tax services and serve as a trusted tax business advisor
Provide federal tax compliance and consulting services to commercial clients
Lead day-to-day client relationships on tax matters for middle-market to multinational clients
Consult on corporate and flow-through taxation, accounting methods, ASC 740, and special projects
Research tax matters, respond to IRS and other tax authority inquiries, and make client recommendations
Coordinate with specialty tax practices on state and local, high-net-worth, international, research and development, credits, and incentives matters
Oversee federal and individual tax planning and review complex tax research related to business transactions
Recommend business and process improvements based on client operations and objectives
Manage client engagement staffing, billings, collections, and profitability targets
Network and build internal and external relationships to acquire clients, projects, and revenue
Participate in requests for proposals and develop tax service market positioning, branding, strategy, and messaging
Support team-member growth, professional goals, and recruitment efforts
Represent the firm at community events, firm functions, and other meetings

Requirements

What you’ll need

Bachelor's Degree required
CPA or JD required
Fifteen (15)+ years’ experience providing federal tax compliance and consulting services in a professional services firm; relevant industry experience is considered
Five (5)+ years’ supervisory experience, mentoring and counseling associates
Private Equity or Flow-Through industry experience preferred
Demonstrated management, analytical, organization, interpersonal, project management, and communication skills
Ability to lead and supervise others and provide exceptional client service
Commitment to continuous learning and staying current regarding applicable strategies
Appropriate ethical knowledge and commitment
Commitment to quality and timely completion of projects
Highly developed software and Microsoft Suite skills

Benefits

Comp & perks

Ownership experience
Firm-wide learning and development programs
Professional development opportunities
Mentoring and coaching support
Equal opportunity employment