Tax Senior Manager- Individual Tax Services

Baker Tilly Advisory Group, LP; Washington (District of Columbia); Hybrid; USD 35.000 - 116.000; Vollzeit

Zusammenfassung

Baker Tilly Advisory Group, LP is seeking a Contract Tax Senior Manager for Individual Tax Services in the United States. The role focuses on high-net-worth individual tax compliance, planning, and consulting for a limited busy season with steady year‑round workflow.

Ideal candidates bring 8+ years of experience, a 4-year degree, and preferably CPA certification. The position offers remote work options and a contract through April 30, 2027, with compensation ranging $25.50–$84.00 per hour.

Qualifikationen

• Eight (8)+ years’ experience in tax return review and planning for high net worth individuals required.
• 4 year degree required.
• CPA preferred.
• Available to work on 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.

Aufgaben

• Provide compliance and consulting services to BT Principals.
• Lead multiple engagements that deliver proactive tax planning and strategic consulting.
• Grow technical competence by applying technical developments to complex situations.
• Serve as the primary engagement leader for about 140 Principals.
• 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.

Kenntnisse

Tax planning

Tax return review

Multi-state tax

Supervisory experience

Team leadership

Communication skills

Project management

Analytical skills

Ausbildung

Bachelor's degree in accounting or law

CPA preferred

4-year degree

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.

Work Location and Remote Option

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. This position can be worked from any location - fully remote work is allowed.

Equal Opportunity

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 offer a limited tax busy season? If yes, consider joining Baker Tilly (BT) as a Contract Tax Senior Manager- Individual Tax Services! This is an internal contract position that provides US individual tax services to Baker Tilly Principals, including tax preparation, planning and consulting.

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 Principals.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.Serve as the primary engagement leader for about 140 Principals.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

Eight (8)+ 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, master’s or advanced degree desirable.CPA preferred.Available to work on 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.

Benefits

Baker Tilly offers a compensation and benefits package to eligible employees.

Pay

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.

About Baker Tilly

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.