Senior Tax Associate- Individual Tax Services

Baker Tilly; Oregon; Hybrid; USD 35.000 - 116.000; Vollzeit

Zusammenfassung

Baker Tilly is seeking a Contract Senior Tax Associate for US individual tax services. This fully remote role can be worked from any location, with ideal focus on East Coast, Southeast, or Midwest.

The position offers growth opportunities, flexible work arrangements, and meaningful client relationships with a firm committed to your development. You will handle tax preparation, planning, and consulting for partners, perform technical reviews of complex returns, and support around 80–85 principal

Qualifikationen

• Three or more years of tax return review and planning for high net worth individuals.
• 4-year degree required.
• Contract through April 30, 2027.
• 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 or more years of supervisory experience, mentoring and counseling associates preferred.
• Eligibility to work in the U.S. without sponsorship preferred.

Aufgaben

• Provide tax compliance and consulting services to BT Partners.
• Perform technical review of complex individual tax returns and all supporting tax documents.
• Grow technical competence by applying technical developments to complex situations.
• Support a workload of approximately 80–85 principal engagements.
• Invest in your professional development individually and through participation in firm wide learning and development programs.

Kenntnisse

Tax planning

High-net-worth tax

Leadership

Communication

Ausbildung

Bachelor's degree in accounting or law

CPA or EA preferred

Tools

CCH Axcess

PDFlyer

Microsoft Office

Jobbeschreibung

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 offer a limited tax busy season? If yes, consider joining Baker Tilly (BT) as a Contract Senior Tax Associate- Individual Tax Services!

This is an internal contract position that provides US individual tax services to Baker Tilly Partners, including tax preparation, planning and consulting. This is fully remote. 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.
• Grow technical competence by applying technical developments to complex situations.
• Support a workload of approximately 80–85 principal engagements.
• Invest in your professional development individually and through participation in firm wide learning and development programs.

Minimum Qualifications

• Three (3)+ years’ experience in tax return review and planning for high net worth individuals required.
• 4- year degreerequired.

Qualifications

• Bachelor's degree in accounting or law, or a similar degree in business, master’s or advanced degree desirable
• CPA or EA strongly preferred
• Available to work a contract basis through April 30th 2027
• 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 pay range for this position is $25.50 to $84.00. 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.