Senior Associate - Partnership Tax- National Tax

Baker Tilly Advisory Group, LP; Washington (District of Columbia); On-site; USD 83,000 - 120,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Senior- Partnership Tax professional to develop as a technical leader in the National Tax practice. You will handle complex partnership tax matters, advise engagement teams, and contribute to thought leadership across the firm.

The role emphasizes deep expertise in partnership taxation, including allocations, Sec. 704(c) consideration, and liabilities allocation, working with senior leaders across the National Tax Office.

Qualifications

• Bachelor’s degree in Accounting, Finance, law or other related field required; License eligible required JD, L.L.M. (Taxation), CPA, or combination preferred
• Three (3)+ years of experience in corporate tax, partnership tax, M&A tax, tax controversy, or a related technical tax specialty required
• Demonstrated experience researching and analyzing complex federal income tax issues
• Exceptional written and verbal communication skills, including experience drafting technical memoranda and tax analyses
• Strong analytical, organizational, project management, and interpersonal skills
• Strong skills with spreadsheets, smartsheets and related technical tools
• Ability to work effectively in a collaborative environment while managing multiple priorities and deadlines
• Demonstrated commitment to technical excellence, continuous learning, and exceptional client service
• Interest in developing specialized expertise and serving as a technical resource within a national tax organization

Responsibilities

• Research federal income tax issues and strategies and assist in providing technical advice to engagement teams and clients
• Prepare technical memoranda, tax analyses, and other written work products addressing complex tax issues
• Assist with the review and analysis of annual tax allocations, tax impact of sales, acquisitions, distributions and restructurings
• Develop internal and external thought leadership, including articles, presentations, webinars, and training materials
• Develop internal tools, templates and models to assist practice offices with enhanced quality and standardization
• Monitor legislative, regulatory, and judicial developments affecting partnership taxation and communicate implications to internal and external stakeholders
• Work directly with senior leaders within the partnership tax practice and other specialties throughout the National Tax Office
• Collaborate with professionals across international tax, tax controversy, accounting methods, compensation and benefits, SALT, ASC 740, and other specialty practices on multidisciplinary projects

Skills

Analytical skills

Organizational skills

Project management

Interpersonal skills

Written communication

Tax research

Team collaboration

Tax writing

Education

Bachelor’s degree in Accounting, Finance, law or other related field

JD, L.L.M. (Taxation), CPA, or combination preferred

Tools

Smartsheets

Spreadsheets

Tax software

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. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Senior- Partnership Tax (National Tax)

Are you interested in developing as a technical leader in one of the fastest-growing public accounting firms in the country? Would you like the opportunity to work on some of the most complex partnership tax matters facing Baker Tilly clients while developing deep expertise in all aspects of partnership tax, transactions, tax planning, and written tax advice? If so, consider joining Baker Tilly's partnership tax practice within the National Tax office. This is a unique opportunity to work alongside senior national office professionals and serve as a technical resource to engagement teams and clients across the firm. Our developing partnership team advises on a broad range of federal income tax matters including mergers and acquisitions involving partnerships, partnership restructurings, complex partnership allocation structures, and related complex matters.

You will enjoy this role if:

• You enjoy analyzing complex federal tax issues and developing practical solutions
• You are a strong technical writer and enjoy preparing memoranda, tax analyses, and opinion-related work products
• You have strong technical skills including the use of spreadsheets, smartsheets and other technical tax tools
• You enjoy researching new and evolving tax authorities and explaining complicated concepts to others
• You like collaborating with experienced national office professionals and serving as a technical resource to engagement teams
• You are interested in developing deep expertise in all areas of partnership taxation, including detailed income/loss allocations, special allocations under Sec. 704(c), basis adjustments, allocation of liabilities, impact of self-employment tax, passive losses and at-risk limitations
• You enjoy working on transactions where partnership tax intersects with debt, international, controversy, accounting methods, compensation and benefits, and other specialty tax practices
• You want to build a long-term career as a recognized technical specialist and trusted advisor

What you will do:

• Research federal income tax issues and strategies and assist in providing technical advice to engagement teams and clients
• Prepare technical memoranda, tax analyses, and other written work products addressing complex tax issues
• Assist with the review and analysis of annual tax allocations, tax impact of sales, acquisitions, distributions and restructurings
• Develop internal and external thought leadership, including articles, presentations, webinars, and training materials
• Develop internal tools, templates and models to assist practice offices with enhanced quality and standardization
• Monitor legislative, regulatory, and judicial developments affecting partnership taxation and communicate implications to internal and external stakeholders
• Work directly with senior leaders within the partnership tax practice and other specialties throughout the National Tax Office
• Collaborate with professionals across international tax, tax controversy, accounting methods, compensation and benefits, SALT, ASC 740, and other specialty practices on multidisciplinary projects

Qualifications

• Bachelor’s degree in Accounting, Finance, law or other related field required; License eligible required JD, L.L.M. (Taxation), CPA, or combination preferred
• Three (3)+ years of experience in corporate tax, partnership tax, M&A tax, tax controversy, or a related technical tax specialty required
• Demonstrated experience researching and analyzing complex federal income tax issues
• Exceptional written and verbal communication skills, including experience drafting technical memoranda and tax analyses
• Strong analytical, organizational, project management, and interpersonal skills
• Strong skills with spreadsheets, smartsheets and related technical tools
• Ability to work effectively in a collaborative environment while managing multiple priorities and deadlines
• Demonstrated commitment to technical excellence, continuous learning, and exceptional client service
• Interest in developing specialized expertise and serving as a technical resource within a national tax organization

The pay rate ranges for this position are listed below. This range represents a good‑faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees. The national pay rate range is $82,600 to $120,000 In California: pay rate range is $95,000 to $138,000

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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.