Senior Tax Associate - Principal Tax Services

About the role

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.

Responsibilities

• 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

Requirements

• 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

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

Skills

Technical competence in federal tax compliance and consulting services for high-net-worth individuals.

Benefits

Comprehensive compensation and benefits package, including a steady, year-round schedule with a predictable fall busy season.

Pay

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.

National pay rate range: $79,050 - $118,580