Senior Tax Associate - Principal Tax Services

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Job Description:

Are you a talented tax professional who specializes in U.S. individual tax services?

Would your ideal job offer a limited tax busy season?

If so, consider joining Baker Tilly (BT) as a Senior Tax Associate – Individual Tax Services! This internal position provides U.S. individual tax services to Baker Tilly principals, including tax preparation, planning, and consulting. This role is ideal for someone who wants to continue building a career in public accounting while enjoying an exceptional work-life balance. You won’t have a traditional tax busy season, and most weeks are a 40-hour work week.

This position can be performed from any location; fully remote work is allowed. Preferred locations include the Southeast and Midwest. 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 principals, teammates and leadership who truly care about you and your development.

You will enjoy this role if you:

Enjoy serving as a trusted advisor to clients and collaborating with a team to deliver a holistic approach to tax services

Are seeking an opportunity within a well-established practice that continues to achieve tremendous growth

Want to join a firm invested in your success by providing resources and support to continuously sharpen your technical skills and build your career now, for tomorrow

Prefer a steady, year-round schedule with a predictable fall busy season

What you will do:

Provide compliance and consulting services to BT principals

Perform technical reviews of complex individual tax returns and all supporting documentation

Build technical competence by applying new developments to complex situations

Support a workload of approximately 80–85 principal engagements

Invest in your professional development through individual efforts and participation in firmwide learning and development programs

Qualifications:

Bachelor’s degree in accounting, law, or a related business field

CPA or EA strongly preferred; CPA eligibility required

Two or more years of experience providing federal tax compliance and consulting services for high-net-worth individuals

Experience with multistate individual tax compliance, including knowledge of composite returns, withholding, and pass-through entity taxation

Strong analytical, organizational, interpersonal, project management, and communication skills

Proficiency in CCH Axcess, PDFlyer, and Microsoft Office Suite

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