Senior Tax Associate – Individual Tax Services
Baker Tilly US
full-time
Posted on:
Location Type: Remote
Location: Remote • Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $67,880 - $128,690 per year
Job Level
Senior
About the role
- 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
- Manage the client experience as the primary point of contact for about 75 clients
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy
Requirements
- Bachelor's degree in accounting or law, or a similar degree in business
- CPA or EA strongly preferred
- Four (4)+ years’ experience in tax return review and planning for high net worth individuals
- Multi-state tax compliance experience for individuals
- Experience providing federal tax compliance and consulting services in a professional services firm
- Two (2)+ years’ of supervisory experience
- Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred.
Benefits
- Professional development opportunities
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax return reviewtax planningmulti-state tax compliancefederal tax complianceconsulting servicessupervisory experience
Soft skills
client managementteam developmentleadershipcommunication
Certifications
CPAEA