• Review advanced tax computations, workpapers, and tax entries
• Assist clients with bookkeeping and adjusting journal entries
• Review tax returns (individual, partnership, multistate, corporate, and other)
• May be authorized to sign tax returns in the course of this role
• Manage year-end planning and quarterly tax estimates
• Address IRS or State Taxing Authority notices and provide a timely response
• Review and assist in researching technical issues
• Verify the validity and accuracy of client financial matters
• Initiate and manage client communications
• Identify and communicate issues and tax planning ideas with a Partner
• Coordinate, plan, and schedule workflow for effective engagement management
• Organize and coordinate clients’ income tax data for accurate and timely completion
• Delegate and oversee the initial preparation and set-up of client files
• Delegate preparation of payroll and quarterly/year-end payroll tax returns

Tax Manager

• Coordinate and implement global tax planning initiatives
• Research and analyze U.S. and non-U.S. tax laws, regulations, and tax treaties and convey the analyses prepared both in writing, and verbally to various tax technical and non-technical audiences
• Prepare tax analysis, including pros and cons and costs / benefits
• Prepare / review step plans and tax technical memoranda
• Communicate plans with the Directors, Tax Planning and M&A and the rest of the broader Management team
• Assist the Directors, Tax Planning and M&A with all workstreams related to potential mergers, acquisitions, and dispositions
• Partner with Treasury, Legal, Accounting, and the Core Business to implement tax planning initiatives
• Coordinate with the Tax Provision and Compliance team regarding transactions impacting tax returns and/or annual and quarterly tax provision calculations and document research for tax files.
• Support the Tax Controversy team with information related to tax planning initiatives as needed
• Research, analyze, and document changes to key legislation impacting the Company (e.g., tax reform)
• Coordinate with and actively manage external resources assisting with tax planning projects
• Coordinate with internal and external auditors

Global Tax Planning Manager

• Prepare and review quarterly and annual global tax provisions and relevant tax disclosures for the company’s quarterly and annual financial statements.
• Prepare and review US federal, state, local, and select foreign income/franchise tax returns.
• Prepare and review US federal, state, local, and select foreign estimated tax payments.
• Prepare and review various US informational returns and reports.
• Maintain and monitor global tax compliance calendar and ensure compliance deadlines are met timely.
• Participate in the annual US Research & Development Tax Credit study.
• Maintaining processes, managing documentation, and conducting annual walkthroughs and testing to meet quarterly and annual Sarbanes-Oxley (SOX) requirements.
• Respond to US Federal, state, and local tax authority notices and audits by gathering data and documentation, researching issues, and preparing responses.
• Participate in the design, implementation, execution, and maintenance of global tax processes and controls.
• Support the evolution of the tax function, technological enhancements to existing processes, and implementation of tax technology tools.

Senior Tax Analyst

• 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.

Senior Tax Associate – Principal Tax Services

• Serve as the strategic tax advisor for all mergers, acquisitions, divestitures, joint ventures, and strategic investments
• Lead a small team responsible for managing external advisors, collaborating with cross-functional teams, and designing tax-efficient transaction structures
• Develop and execute tax-efficient structures for domestic and international acquisitions, dispositions, and restructurings
• Lead the tax acquisition and disposition due diligence process
• Review and negotiate tax representations, warranties, indemnities, and covenants in purchase agreements
• Own the tax integration of acquired entities
• Partner closely with the global tax organization and other functions throughout the deal lifecycle
• Quantify tax attributes for financial models
• Manage external tax advisors, specialized legal counsel, and valuation experts

Tax Director – M&A

• Partners with senior leaders to translate function strategy into people and culture priorities.
• Leads people and culture processes and initiatives.
• Provides ongoing partnership and practical solutions to improve performance and engagement.
• Uses metrics and analytics to assess and manage overall organizational health.
• Participates as an active member of the human resources community.

Director, HR Business Partner – Global Tax and Treasury

• Assist Seniors, Managers and Partners in conducting financial due diligence on middle-market companies in a variety of industries
• Conduct analytical reviews of data and prepare findings
• Create draft reports for management review
• Research issues that arise during the course of engagement

M&A Tax Associate

• Prepare and support the preparation of U.S. federal and state income tax return workpapers and filings, including book-tax adjustments and supporting schedules
• Review less complex book-tax adjustments, supporting workpapers and tax returns for accuracy, completeness, and adherence to established procedures and controls
• Support timely and accurate filing of corporate income tax returns by tracking deliverables, managing dependencies, and escalating issues appropriately
• Research routine-to-moderately complex tax issues, summarize findings, and draft written analysis and conclusions in alignment with compliance and risk management expectations
• Collect, organize, and provide data and workpapers in response to federal and state income tax audits; ensure responses are complete, accurate, and timely
• Acquire, validate, transform, and reconcile tax-relevant data from multiple sources
• Perform account analysis and support return-to-provision and/or return-to-ledger reconciliations; investigate variances and document conclusions in audit-ready workpapers
• Use advanced Excel capabilities and approved analytics tools to transform and analyze data, identify anomalies, and support tax calculations
• Contribute to practical process improvements and leverage basic workflow automation concepts or standardized data pipelines, where available, to improve efficiency and consistency in recurring tax processes.

Tax Analyst

• Oversee the preparation and review of tax returns for various entities
• Provide tax insights, conduct in-depth research, and prepare memos on complex tax issues
• Act as a mentor with teammates, fostering a culture of continuous learning and professional growth
• Review and ensure high-quality tax compliance while adhering to the firm's standards
• Prepare complex individual, corporate, and partnership tax returns as needed
• Maintain current knowledge of tax law changes, accounting procedures, and emerging tax issues
• Assist in developing and monitoring tax quality control policies and procedures
• Contribute to delivering high-quality tax services and planning support
• Participate in business development activities and relationship-building efforts

Senior Tax Reviewer

• Own the end-to-end tax function, including compliance, basic advisory, and IRS/state notice responses for individual and business clients
• Serve as the firm's primary tax relationship manager — clients should feel they have a trusted tax advisor, not just a preparer
• Collaborate closely with financial advisors and ownership to deliver a fully integrated client experience across planning and tax
• Manage relationships with outside vendors for complex returns, ensuring seamless coordination and quality control
• Build the internal infrastructure — processes, workflows, and standards — for a tax practice being stood up from the ground floor
• Lead client meetings independently on all tax matters; step into any advisory conversation with confidence
• Stay current on equity compensation taxation, including RSUs, PSUs, NQSOs, ISOs, and related planning considerations
• Contribute meaningfully to leadership discussions as the practice scales; this person will be closely involved in decisions from early on
• Mentor and develop junior staff as the team grows

• Join our centralized tax processing team to prepare individual tax returns (Form 1040 and related schedules) in a paperless environment.
• Enter client data into tax prep software.
• Prepare tax returns in accordance with firm policies.
• Adhere to the firm’s written tax practice standards and the firm’s 1040 procedure manual.
• Ensure client confidentiality by following all company procedures regarding information handling.

Tax Preparer – Part-Time

• Prepare individual tax returns (Form 1040 and related schedules)
• Enter client data into tax prep software
• Prepare tax returns in accordance with firm policies
• Adhere to the firm’s written tax practice standards and the firm’s 1040 procedure manual
• Ensure client confidentiality by following all company procedures regarding information handling

Tax Preparer – Full-Time

• Apply and grow strategic and tactical capabilities to exceed marketing, sales, and revenue goals
• Drive multi-channel acquisition, customer expansion and partner marketing plans for corporate tax products and services
• Develop and execute marketing programs and events that drive demand
• Spearhead outbound activities to expand market share
• Establish, measure and interpret KPIs
• Collaborate with Sales, Marketing and Partner teams to bridge lead-to-closed/won process
• Create, localize and customize content based on audience and segment
• Validate efficacy of leads-to-closed/won processes and measurement; improve as needed

Tax jobs in Minnesota

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Tax Manager

Global Tax Planning Manager

Senior Tax Analyst

Senior Tax Associate – Principal Tax Services

Tax Director – M&A

Director, HR Business Partner – Global Tax and Treasury

M&A Tax Associate

Tax Analyst

Senior Tax Reviewer

Tax Manager

Tax Preparer – Part-Time

Tax Preparer – Full-Time

Senior Marketing Specialist, CP & ESG Corporate Tax