Senior Tax Associate- Individual Tax Services

Baker Tilly; United States; Remote; USD 35,000 - 116,000; Full time

Job summary

Baker Tilly is seeking a Contract Senior Tax Associate specializing in US individual tax services. This fully remote role serves Baker Tilly Partners and involves tax preparation, planning, and consulting. The contract runs through April 30, 2027, with ideal candidates on the East Coast, Southeast, or Midwest and eligibility to work in the U.S.

without sponsorship. Join a growth-focused practice that values client advisory leadership and professional development, offering steady year-round work

Qualifications

• Three (3)+ years’ experience in tax return review and planning for high net worth individuals
• Bachelor’s degree in accounting or law required; Masters or advanced degree desirable
• CPA or EA strongly preferred; eligibility to work in the U.S. without sponsorship preferred

Responsibilities

• Provide compliance and consulting services to BT Partners
• Lead multiple engagements delivering proactive tax planning
• Perform technical review of complex individual tax returns and supporting documents
• Grow technical competence by applying developments to complex situations
• Manage the client experience as the primary contact for about 75 clients
• Invest in professional development through firm-wide programs
• Support growth and development of team members through mentorship

Skills

Tax return review

Multi-state tax compliance

Leadership

Client management

US individual tax

Education

Bachelor's degree in accounting or law

Masters or advanced degree desirable

CPA or EA preferred

Tools

CCH Axcess

PDFlyer

Microsoft Office

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. 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

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 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. Available to work a contract basis through April 30th 2027.

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.

Minimum Qualifications

Three (3)+ years’ experience in tax return review and planning for high net worth individuals required 4- year degree required Qualifications Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable CPA or EA strongly preferred Available to work a contract basis through April 30th 2027 Three (3)+ 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

Compensation

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.

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.