Experienced Tax Associate - Global Mobility

Baker Tilly (US); Irvine (CA); On-site; USD 76,000 - 117,000; Full time

Job summary

Baker Tilly invites an Experienced Tax Associate to join our Global Mobility Services (GMS) practice in Irvine, CA. You will deliver expatriate tax planning, consulting, and compliance services and collaborate with international teams to support mobility programs for middle-market clients.

The role offers growth, flexible work options, and leadership that supports your development within a fast-growing international tax practice.

Qualifications

• 4-year degree required; CPA/JD/EA eligibility preferred.
• Eligible to obtain CPA, JD or EA.
• Minimum 1 year of professional experience.

Responsibilities

• Prepare U.S. individual income tax returns and tax equalization calculations for inbound and outbound international assignees.
• Participate in arrival and departure tax meetings for expatriates and in-patriates.
• Prepare U.S. payroll estimates including hypothetical tax and shadow payroll calculations.
• Communicate with corporate clients and their assignees.
• Assist with various consulting projects including compensation, internal client policies and other ad hoc activities.
• Conduct tax research and review tax authority notices.
• Coordinate with and support complimentary workforce teams.
• Assist with practice management such as reviewing and tracking compliance reports and client billing.
• Collaborate with Baker Tilly member firms globally.
• Provide technical guidance to tax professionals firm-wide.

Skills

CPA eligibility

JD or EA eligibility

Client communication

Education

4-year degree

Undergraduate degree in Accounting/related field

Job description

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.

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.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

Job Description
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for an Experienced Tax Associate to join our growing Global Mobility Services (GMS) practice!
This is a great opportunity to be a valued business advisor delivering innovative expatriate tax planning, consulting, and compliance expertise. 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 get your work done, meaningful relationships with clients and teammates and leadership who truly care about you and your development.
Our Global Mobility practice focuses on expats and companies with global talent and tax implications. We recognizes the unique challenges that companies face with cross-border workers. We help company HR, tax, and payroll teams understand and navigate the considerations of complying with and optimizing global tax requirements for their mobility programs and employees. Our consulting professionals provide comprehensive strategic international income tax, social security tax, payroll tax, and assignment planning tax services.

You Will Enjoy This Role If

• You seek an opportunity to be part of a well-established Global Mobility practice that continues to achieve tremendous growth.
• You want to be your client's trusted advisor and help create a holistic approach to managing and enhancing their global mobility program through all its stages.
• You are interested in specializing in the compliance and planning perspectives for companies and individuals with international travel and income tax considerations.
• You would enjoy collaborating with people at member firms all over the world to help middle market companies solve their most complex international tax challenges.
• You are looking to be part of a fast growing, entrepreneurial international tax practice that embraces your strengths and celebrates the unique talents and traits you bring to the team.
• You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow.

What You'll Do

• The Global Mobility Services Experienced Tax Associate is responsible for the support of a full range of expatriate services:
• Prepare U.S. individual income tax returns and tax equalization calculations for inbound and outbound international assignees.
• Participate in arrival and departure tax meetings for expatriates and in-patriates.
• Preparation of U.S. payroll estimates including hypothetical tax and shadow payroll calculations.
• Communication with corporate clients and their assignees.
• Assist with various consulting projects including, but not limited to, compensation, internal client policies and other ad hoc activities.
• Conducting tax research, and reviewing tax authority notices.
• Coordinate with and act as a resource to our complimentary workforce teams.
• Assist with practice management responsibilities such as reviewing and tracking compliance reports, and client billing.
• Collaborate and build relationships with Baker Tilly member firms around the world.
• Help provide technical guidance to tax professionals firm-wide.
• Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Enjoy friendships, social team activities that encourage a work-life balance.

Minimum Qualifications

• 4-year degree
• Eligible to obtain CPA, JD or EA
• 1 year of professional experience

Successful Candidates Will Have

• An undergraduate degree in Accounting or related field required.
• GPA of 3.0 or above preferred
• Interest in pursuing a CPA, JD or EA.
• At least one (1) + year(s) experience with individual income tax issues. Experience with foreign national and expatriate issues, foreign tax compliance, and the tax equalization process are a plus.
• An eagerness to work on a variety of international tax projects.
• Eligibility to work in the U.S., without sponsorship, highly 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/certifications, work arrangements and geographic location. Baker Tilly offers a Comprehensive Compensation And Benefits Package To Eligible Employees. The national pay rate range is $65,800 to $101,600. In Irvine, California: pay rate range is $75,600 to $116,800. In Walnut Creek, California: pay rate range is $82,200 to $126,900.