Senior Tax Associate – Internal Partner/Individual Tax Team

This is a fully remote position, open to applicants in California, +5 more states.

📋 Description

• Deliver compliance and consulting services to BT Partners.

• Conduct technical assessments of complex individual tax returns and all associated tax documents.

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

• Enhance technical expertise by applying recent developments to intricate situations.

• Ensure a positive client experience as the main point of contact for approximately 75 clients.

• Commit to your professional growth through individual efforts and participation in firm-wide learning and development initiatives.

• Foster the growth and development of team members by embracing the Baker Tilly Care and Teach philosophy, assisting associates in achieving their professional objectives.

⛳️ Requirements

• Bachelor's degree in accounting, law, or a related business field; a Master's or advanced degree is preferred.

• CPA or EA designation is highly preferred; eligibility for CPA is required.

• Minimum of four (4) years of experience in tax return review and planning for high net worth individuals.

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

• Background in providing federal tax compliance and consulting services within a professional services firm.

• At least two (2) years of supervisory experience, with a focus on mentoring and counseling associates preferred.

• Proven skills in management, analysis, organization, interpersonal relations, project management, and communication.

• Highly proficient in CCH Axcess, PDFlyer, and Microsoft Suite.

• Must be eligible to work in the U.S. without sponsorship preferred.

🏝️ Benefits

• Comprehensive compensation and benefits package.