Senior Tax Associate- Individual Tax Services
Job Description:
Are you a talented tax professional that specializes in US individual tax services?
Would your ideal job have no typical tax busy season?
If yes, consider joining Baker Tilly (BT) as a Senior Tax Associate- Individual Tax Services! This is an internal position that provides US individual tax services to Baker Tilly Partners, including tax preparation, planning and consulting. This position is ideal for someone who wants to continue building their career in public accounting AND have incredible work/life balance. You won't have an intense tax busy season and most weeks are a 40 hour work week!
This position can be worked from any location - fully remote work is allowed. Ideal location is East Coast, Southeast, or Mid-West. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you work along with meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You enjoy being your client’s personal advisor and collaborating with a team to provide a holistic approach to their tax services.
You seek a leadership opportunity with a well-established practice that continues to achieve tremendous growth
You want to be part of a firm invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow
You prefer having a steady schedule year-round with a limited fall busy season
What you will do:
Provide compliance and consulting services to BT Partners
Perform technical review of complex individual tax returns and all supporting tax documents.
Lead multiple engagements that deliver proactive tax planning and strategic consulting.
Grow technical competence by applying technical developments to complex situations.
Manage the client experience as the primary point of contact for about 75 clients.
Invest in your professional development individually and through participation in firm wide learning and development programs.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Qualifications
Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable
CPA or EA strongly preferred, eligibly for CPA required.
Four (4)+ years’ experience in tax return review and planning for high net worth individuals
Multi-state tax compliance experience for individuals, including understanding of composite, withholding and pass-through entity tax
Experience providing federal tax compliance and consulting services in a professional services firm
Two (2)+ years’ of supervisory experience, mentoring and counseling associates preferred
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $74,140 to $130,880. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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