Tax Associate

Baker Tilly US; Bengaluru; On-site; INR 600,000 - 850,000; Full time

Job summary

BTVK Advisory in Bengaluru is seeking a Tax Associate to prepare tax returns and assist with U.S. taxation engagements across individuals and entities. The role emphasizes accuracy, deadlines, and client service within a collaborative tax team.

The ideal candidate has 2+ years of U.S. taxation experience, familiarity with CCH Axcess or SurePrep, and either CPA (US) or CA (ICAI) eligibility; travel and overtime may be required as needed.

Qualifications

• Bachelor’s or Master’s degree in Commerce, Finance, Accounting, or related field.
• CPA (US) or CA (ICAI) preferred; eligibility to pursue certification on hire.
• Minimum 2 years of experience in U.S. Taxation.
• Experience in public accounting or professional services is preferred.
• Experience preparing individual and business tax returns.
• Familiarity with CCH Axcess, SurePrep, or similar tax tools.
• Strong client service orientation, prioritization, and deadline management.
• Strong written and verbal communication, analytical and problem-solving abilities.
• Ability to work independently and in teams.
• Willingness to travel and support overtime if needed.

Responsibilities

• Prepare tax returns and supporting workpapers for individuals and entities (1040, 1041, 990, 5500).
• Support business entity tax compliance across engagements.
• Use tax software such as CCH Axcess and SurePrep to prepare taxes.
• Conduct tax research and assist with tax-related projects and compliance activities.
• Respond to IRS inquiries with guidance from engagement teams.
• Prepare tax extensions, quarterly estimates, and related documentation.
• Maintain accurate client records and engagement documentation.
• Collaborate with team to deliver timely, high-quality work.
• Identify process improvements and support implementations.
• Support additional tax projects as requested.

Skills

Client service orientation

Communication

Organizational skills

Team collaboration

Analytical skills

Education

Bachelor's or Master’s degree in Commerce, Finance, Accounting

CPA (US) or CA (ICAI) preferred

Tools

CCH Axcess

SurePrep

Job description

Overview

BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory’s ultimate parent entity, Baker Tilly US, LLP, is an independent member 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.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Responsibilities

Job Description

• Prepare tax returns and supporting workpapers for a variety of entities and filing types, with a focus on Individual Taxation including Forms 1040, 1041, 990, and 5500.
• Support business entity tax compliance activities across multiple engagements.
• Utilize tax software and tools such as CCH Axcess and SurePrep to support efficient and accurate tax preparation processes.
• Conduct tax research and assist with tax-related projects and compliance activities.
• Respond to inquiries from the IRS and other taxing authorities with guidance from engagement teams as needed.
• Prepare tax extensions, quarterly estimates, and related supporting documentation.
• Maintain accurate and organized client records and engagement documentation.
• Collaborate with team members to support timely, accurate, and high-quality client deliverables.
• Identify opportunities for process improvements and contribute to implementation initiatives.
• Support additional tax projects and assignments as requested.

Qualifications

• Bachelor’s or Master’s degree in Commerce, Finance, Accounting, or related field required.
• CPA (US) or CA (ICAI) preferred. Candidates not currently certified should meet eligibility requirements to pursue certification upon hire.
• Minimum 2 year of experience in U.S. Taxation required.
• Previous experience within a public accounting or professional services environment preferred.
• Experience preparing individual and business tax returns preferred.
• Familiarity with CCH Axcess, SurePrep, or similar tax preparation tools preferred.
• Strong client service orientation with the ability to manage priorities and meet deadlines effectively.
• Strong written, verbal, and interpersonal communication skills.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to work effectively both independently and within collaborative team environments.
• Self-motivated with a proactive approach to learning and professional growth.
• Flexibility to support overtime and travel requirements as needed.

Why Join Us

Join a Tax team that supports a diverse client portfolio including middle-market businesses, not-for-profit organizations, and high-net-worth individuals across a broad range of tax engagements. The team offers strong exposure to technical tax work, client collaboration, and evolving regulatory environments, creating opportunities to build deep tax expertise, ownership, and long-term career growth in a dynamic and supportive setting.

You’ll be part of a supportive, collaborative team where people share knowledge and take pride in doing meaningful work together. This role offers exposure to a diverse client base, helping you build well-rounded experience while working with modern tools and evolving practices. You’ll be encouraged to grow, take initiative, and shape your career in a way that aligns with your strengths and interests.