Senior Tax Associate – Individual Tax Services

This is a fully remote position, open to applicants in District of Columbia.

📋 Description

• Deliver compliance and consulting services to Baker Tilly Partners.

• Conduct technical evaluations of intricate individual tax returns and associated tax documents.

• Oversee multiple projects that provide proactive tax planning and strategic consulting.

• Implement technical advancements to address complex tax scenarios.

• Manage the client relationship as the primary contact for approximately 75 clients.

• Engage in professional development through personal initiatives and firm-wide learning and development initiatives.

• Foster team members’ growth and advancement through the Baker Tilly Care and Teach philosophy.

⛳️ Requirements

• Minimum of three (3) years’ experience in tax return review and planning for high net worth individuals is required.

• A 4-year degree is required.

• A Bachelor’s degree in accounting, law, or a related business field is necessary.

• Experience in multi-state tax compliance for individuals, including knowledge of composite, withholding, and pass-through entity tax.

• Proven track record in providing federal tax compliance and consulting services within a professional services environment.

• Advanced skills in CCH Axcess, PDFlyer, and Microsoft Suite are essential.

• Preference for candidates eligible to work in the U.S. without sponsorship.

• Availability to work on a contract basis through April 30th, 2027.

• At least two (2) years of supervisory experience, including mentoring and coaching associates, is preferred.

• CPA or EA designation is strongly preferred.

• Strong management, analytical, organizational, interpersonal, project management, and communication skills are required.

🏝️ Benefits

• Fully remote work is permitted.

• Flexibility in work location and hours.

• Access to professional development resources and firm-wide learning and development programs.

• Support for career advancement and enhancement of technical skills.

• Competitive compensation and benefits package for eligible employees.