Senior Tax Manager – Individual Tax Services
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Job Description
Tax Senior Manager providing U.S. individual tax compliance, planning, and consulting for Baker Tilly Partners. Reviewing complex returns and advising approximately 75 high-net-worth individual clients remotely.
Responsibilities:
- Provide compliance and consulting services to Baker Tilly Partners
- Perform technical review of complex individual tax returns and supporting tax documents
- Lead multiple engagements delivering proactive tax planning and strategic consulting
- Apply technical developments to complex situations
- Manage the client experience as the primary point of contact for about 75 clients
- Participate in firm-wide learning and development programs
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy
Requirements:
- Eight (8)+ years’ experience in tax return review and planning for high net worth individuals required
- 4 year degree required
- Bachelor’s degree in accounting or law, or a similar degree in business
- Master’s or advanced degree desirable
- CPA preferred
- Available to work a contract basis through April 30th 2027
- 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’ supervisory experience, mentoring and counseling associates preferred
- Demonstrated management, analytical, organization, interpersonal, project management, and communication skills
- Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred
Benefits:
- Fully remote work allowed; position can be worked from any location
- Most weeks are a 40-hour work week
- Steady schedule year-round with a limited fall busy season
- Work/life balance
- Upward career trajectory
- Flexibility in how and where you work
- Resources and support to sharpen technical skills and build your career
- Firm-wide learning and development programs
- Professional development opportunities
- Baker Tilly Care and Teach support for associates’ professional goals
- Compensation and benefits package for eligible employees
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