Baker Tilly

Senior Tax Associate - Principal Tax Services

Baker Tilly$79K — $118K *
US-Anywhere
+ 5 other locationsRemote
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or law, advanced degree desirable
  • CPA or EA strongly preferred, eligibility for CPA required
  • Four years of experience in tax return review and planning for high net worth individuals
  • Multi-state tax compliance experience, understanding of composite and pass-through entity tax
  • Experience in federal tax compliance and consulting services in a professional services firm
  • Two years of supervisory experience, preferred
  • Strong management, analytical, organization, and communication skills
  • Proficient in CCH Axcess, PDFlyer and Microsoft Suite

Responsibilities

  • Provide compliance and consulting services to BT Partners
  • Perform technical review of complex individual tax returns and supporting documents
  • Lead multiple engagements for proactive tax planning and strategic consulting
  • Grow technical competence in applying developments to complex situations
  • Manage client experience as the primary point of contact for approximately 75 clients
  • Invest in professional development through firm-wide learning programs
  • Support team members' growth through the Baker Tilly Care and Teach philosophy

Benefits

  • Incredible work/life balance with limited busy season
  • Fully remote work flexibility from any location
  • Career trajectory opportunities as part of a fast-growing firm
  • Meaningful client and leadership relationships
  • Resources and support for continual career development
Full Job Description
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 is fully remote.

This position can be worked from any location - fully remote work is allowed. Ideal location is 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, eligibility 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 pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

The national pay rate range is $79,050 - $118,580

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