Senior Tax Associate- Individual Tax Services

Baker Tilly US; Minnesota; Remote; USD 74,000 - 131,000; Full time

Job summary

A leading advisory and tax firm seeks a Senior Tax Associate specializing in individual tax services. This role offers flexible, remote work options and emphasizes work-life balance without a traditional busy tax season. Candidates should possess significant tax experience and managerial skills to ensure client satisfaction and team development.

Qualifications

• 4+ years’ experience in tax return review and planning for high net worth individuals.
• Multi-state tax compliance experience including composite and withholding tax.
• CPA or EA strongly preferred.

Responsibilities

• Provide compliance and consulting services to BT Partners.
• Perform technical review of complex individual tax returns.
• Lead multiple engagements delivering proactive tax planning.

Skills

Analytical skills

Communication skills

Project management

Education

Bachelor's degree in accounting or law

Master's or advanced degree

Tools

CCH Axcess

Microsoft Suite

Job description

Senior Tax Associate- Individual Tax Services

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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.

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.

Job Description

Are you a talented tax professional that specializes in US individual tax services?

Would your ideal job have no typical tax busy season?

If yes, consider joining Baker Tilly (BT) as a Senior Tax Associate- Individual Tax Services! This is an internal position that provides US individual tax services to Baker Tilly Partners, including tax preparation, planning and consulting. This position is ideal for someone who wants to continue building their career in public accounting AND have incredible work/life balance. You won't have an intense tax busy season and most weeks are a 40 hour work week!

This position can be worked from any location - fully remote work is allowed. Ideal location is East Coast, Southeast, or Mid-West. 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 work along with meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You Will Enjoy This Role If

• You enjoy being your client’s personal advisor and collaborating with a team to provide a holistic approach to their tax services.
• You seek a leadership opportunity with a well-established practice that continues to achieve tremendous growth
• You want to be part of a firm invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow
• You prefer having a steady schedule year-round with a limited fall busy season
  
  

What You Will Do

• Provide compliance and consulting services to BT Partners
• Perform technical review of complex individual tax returns and all supporting tax documents.
• Lead multiple engagements that deliver proactive tax planning and strategic consulting.
• Grow technical competence by applying technical developments to complex situations.
• Manage the client experience as the primary point of contact for about 75 clients.
• Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
  
  

Qualifications

• Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable
• CPA or EA strongly preferred, eligibly for CPA required.
• Four (4)+ years’ experience in tax return review and planning for high net worth individuals
• 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’ of supervisory experience, mentoring and counseling associates preferred
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred
  
  

The compensation range for this role is $74,140 to $130,880. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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