Tax Experienced Associate, SALT

Baker Tilly Advisory Group, LP; Denver (CO); On-site; USD 72,000 - 102,000; Full time

Job summary

Baker Tilly Advisory Group, LP in Denver is seeking a State & Local Tax Associate (Income Franchise) to join our SALT practice. You'll serve middle market and Fortune 500 clients, helping them optimize state and local tax compliance, plan strategically, and manage multistate income tax obligations.

The role involves reviewing returns, researching tax issues, and supporting client engagements from planning to execution.

Qualifications

• 4-year degree; eligible for CPA, Law license/JD, CMI or EA.
• 1 year of professional experience; one+ year in state and local tax preferred.
• Strong knowledge of multistate income/franchise tax concepts.

Responsibilities

• Provide strategic state and local tax consulting and compliance services for middle market and Fortune 500 clients.
• Review state income tax returns, apportionment, and related workpapers for accuracy.
• Research nexus, apportionment, taxability, and filing requirements; advise on planning opportunities.
• Assist clients with controversies, audits, and due diligence projects.
• Prepare technical memoranda and communicate findings to counsel and clients.

Education

Bachelor’s degree in Accounting/Finance or related field

Master’s or advanced degree (preferred)

CPA, Law License/JD, CMI or EA (eligible)

Tools

CCH Axcess Tax

Thomson Reuters GoSystem Tax RS

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.

Job Description

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Associate (Income Franchise) to join our growing State & Local Tax (SALT) practice! Our SALT practice is made up of 300+ professionals across the U.S., providing a full spectrum of services including Income & Franchise, Sales & Use, Real & Personal Property, and Unclaimed Property. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow, and effectively manage their multistate income and franchise tax obligations.

Location: Denver

What you’ll do

Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting and compliance services that lower their effective tax rates, ensure compliance, manage risk, and provide value across the spectrum of state and local taxes.

Build, review, and analyze state income tax compliance workpapers including apportionment calculations, state-specific modifications, pass-through entity tax calculations, and alternative planning considerations.

Perform initial quality reviews of state income and franchise tax returns and related workpapers, identifying technical issues, inconsistencies, filing considerations, and opportunities before finalization.

Research state tax issues including nexus determinations, apportionment, taxability analyses, filing requirements, and quantification of potential liabilities.

Help counsel clients on state and local tax controversies, including performing research, drafting client correspondence, preparing ruling requests, and providing guidance in defending against audits.

Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects.

Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships, and LLCs.

Assist in maintaining active communication with clients, make recommendations for business and process improvements, manage expectations, and identify opportunities to enhance client value.

Assist with managing client engagement staffing, scheduling, billings and collections while helping ensure client profitability targets and engagement deadlines are met.

Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.

Invest in your professional development individually and through participation in firm wide learning and development programs.

Minimum Qualifications

• 4- year degree Eligible for CPA, Law License/JD, CMI or EA.
• 1 year of professional experience One (1)+ year(s) experience in state and local tax, professional services firm experience preferred.
• Strong working knowledge of multistate income and franchise tax concepts, including nexus, state modifications, apportionment, and sourcing methodologies.
• Experience reviewing the work of associates and/or senior associates and providing coaching and technical guidance.
• Experience with tax compliance software such as CCH Axcess Tax and Thomson Reuters GoSystem Tax RS is a plus.
• Ability to lead and supervise others, provide exceptional client service, and effectively manage multiple engagements and deadlines.
• Demonstrate commitment to continuous learning to stay current regarding applicable strategies.
• Ability to see the "big picture" while maintaining strong attention to detail, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Eligibility to work in the U.S., without sponsorship, highly preferred

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance or related field required; Masters or advanced degree preferred.

Compensation and Benefits

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.

In Denver, CO: pay rate range is $71,600 to $102,400.

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.