Senior Tax Associate – Internal Partner/Individual Tax Team

Baker Tilly US

Senior Tax Associate specializing in US individual tax services for Baker Tilly Partners. Providing compliance, consulting services, and technical review of individual tax returns.

Posted 5/8/2026full-timeRemote • California, Montana, Ohio, Texas, Virginia, West Virginia • 🇺🇸 United StatesSenior💰 $79,050 - $118,580 per yearWebsite

About the role

Key responsibilities & impact

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.
Grow technical competence by applying technical developments to complex situations.
Manage the client experience as the primary point of contact for about 75 clients.
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.

Requirements

What you’ll need

Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable
CPA or EA strongly preferred, eligibility for CPA required.
Four (4)+ years’ experience in tax return review and planning for high net worth individuals
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

Comp & perks

Comprehensive compensation and benefits package

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax return reviewtax planningmulti-state tax compliancefederal tax compliancecomposite taxwithholding taxpass-through entity taxanalytical skillsproject management

Soft Skills

management skillsorganizational skillsinterpersonal skillscommunication skillsmentoringcounselingleadership

Certifications

CPAEA