Baker Tilly

Tax Senior Associate - Private Client Services

Baker Tilly$98K — $128K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-year degree required
  • Eligibility to obtain CPA, Law License, or Enrolled Agent required
  • Three years of experience in tax compliance and consulting
  • Preferred experience with tax compliance for individuals and flow-throughs in private wealth
  • Demonstrated time management and communication skills
  • Strong leadership, project management, and analytical skills
  • Eligibility to work in the U.S. without sponsorship preferred

Responsibilities

  • Provide tax compliance and consulting services to industry-specific clients
  • Conduct tax compliance and advisory services for S-corporations, partnerships, and private wealth individuals
  • Participate in tax research and draft responses to IRS and other tax inquiries
  • Collaborate with leaders on special tax project initiatives
  • Develop and share recommendations for client strategy
  • Communicate with specialty tax practices on complex tax matters
  • Engage in on-the-job coaching and participate in firm-wide learning programs
  • Build internal and client relationships leveraging entrepreneurial skills
  • Support team member growth through mentorship and a collaborative philosophy
  • Participate in social activities fostering work-life balance

Benefits

  • Strong focus on career development and upward mobility
  • Autonomy in work schedule and flexibility in work location
  • Structured development programs including My Time Off and My Development
  • Opportunities for networking and relationship building
  • A culture that emphasizes mentorship and team support
  • Encouragement of work-life balance through social activities and team outings
Full Job Description
Job Description:
Responsibilities

Are you interested in joining one of the fastest growing public accounting firms?

Would you like the ability to focus on one industry sector and further become an expert for your clients?

If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients in the private wealth space. 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 get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
  • You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
  • You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
  • You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
  • You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
  • You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow


What you will do:
  • Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients
  • Provide tax compliance and advisory services to S-corporations, partnerships, and private wealth individuals
  • Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries
  • Team with leaders on special projects in various areas of tax
  • Develop recommendations for the client to consider and share with leadership to discuss and strategize
  • Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
  • Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
  • Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
  • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
  • Enjoy friendships, social activities and team outings that encourage a work-life balance


Qualifications

Successful candidates will have:
  • 4-year degree required
  • Eligibility to obtain CPA, Law License, or Enrolled Agent required
  • Three (3) years of experience providing tax compliance and consulting services
  • Experience with tax compliance for individuals and flow-throughs in the private wealth space preferred
  • Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
  • Strong leadership, project management, organizational and analytical skills, initiative, adaptability
  • Microsoft Suite skills
  • Highly developed software and Microsoft Suite skills
  • Eligibility to work in the U.S. without sponsorship preferred


The pay rate ranges for this position is $98,000 to $128,690. 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.

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