Senior Tax Associate – Principal Tax Services
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Job Description
Senior Tax Associate providing compliance and consulting services for individual tax at Baker Tilly. Leading technical review of complex tax returns with a focus on work/life balance.
Responsibilities:
- 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.
Requirements:
- Bachelor's degree in accounting or law, or a similar degree in business
- 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
- Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred.
Benefits:
- Comprehensive compensation and benefits package
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