• Organizes and analyzes tax forms for filing in accordance with regulations.
• Research and monitor appropriate federal, state and local tax regulations and obligations.
• Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions.
• Working with business units to keep them informed about tax implications of their operation.
• Mentoring junior staff on appropriate regulations, filing procedures and internal communication needs.

Senior Tax Analyst

• Preparation of tax returns
• Basic tax research
• Learning foundations of tax concepts needed as a tax professional
• Support clients spanning a wide range of industries

Tax Intern

• Administer client unemployment accounts ensuring accurate tax rate assignment by the states
• Act as a point of contact for both clients and state agencies
• Accurately produce and verify system generated client letters, rate projections, tax rate notices, and annual reports
• Investigate and resolve state debit/credit notices and miscellaneous documents
• Update the client database and serve as a liaison between clients, state agencies, and field operations
• Comprehend and complete Change of Status (COS) forms and lay-off/claims impact studies
• Complete unemployment and withholding registration and transfer paperwork for 1-2 assigned states

Unemployment Tax Associate

• Identifying and implementing tax planning and consulting opportunities for clients in construction and real estate
• Participating in the tax planning and consultation process
• Researching client issues and communicating findings with managers
• Mentoring Staff and interns
• Delivering outstanding client service in a dynamic team environment

Senior Tax Associate, Real Estate

• Identifying and implementing tax planning and consulting opportunities
• Participating in the tax planning and consultation process for clients
• Researching client issues and regularly communicating findings with managers
• Mentoring Staff and interns
• Delivering outstanding client service while integrating in a dynamic team environment

Senior Tax Associate, Real Estate and Construction

• Lead and manage large-scale projects to achieve successful outcomes
• Innovate and streamline processes to enhance efficiency and effectiveness
• Maintain exceptional standards of operational excellence in every activity
• Interact with clients at a senior level to drive project success
• Build trust with multi-level teams and stakeholders through open communication
• Motivate and coach teams to solve complex problems
• Serve as a strategic advisor, leveraging specialized knowledge and industry trends
• Provide strategic input into the firm’s business strategies

Tax Senior Manager – Global Information Reporting

• Lead client calls and present tax returns and strategies
• Prepare accurate tax returns for LLCs and S Corporations
• Collect, organize, and input financial data into tax software
• Assist with onboarding new clients
• Collaborate with bookkeeping team for accurate reporting

Tax Consultant, CPA

• Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations.
• Collect, organize, and input financial data into tax software, ensuring accuracy and completeness.
• Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship.
• Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation.

Tax Preparer

• Support the sourcing and developing of new transaction opportunities
• Support the sourcing and developing of new sponsor/developer relationships
• Assist HNB senior relationship managers on renewable energy financing opportunities with existing and prospective bank clients
• Lead pre-commitment transaction diligence
• Create competitive and profitable proposals using debt and tax equity financing structures
• Represent and be accountable for transactions in HNB
• Support financial, commercial, and technical due diligence, including navigating complex documentation like participation agreements, leases, and tax indemnification agreements
• Support building and reviewing complex financial models for sale-leasebacks (Section 467) to optimize tax equity economics, including depreciation and cash/income waterfalls.
• Lead negotiation of transaction documents
• Interact with external counsel, independent engineer, appraiser, and other consultants on pre-closing transaction diligence
• Lead transaction closing process in coordination with HNB Operations
• Interact with sponsors on post-closing items and requests
• Interact with lead banks and participant banks on post-closing items and requests

Vice President – Renewable Energy Tax Equity Relationship Banker

• Oversee multiple client service teams, managing projects effectively and efficiently
• Review federal and state income tax returns for corporations, S corporations, partnerships, and individual clients
• Develop and maintain strong client relationships
• Provide forward-thinking tax planning strategies
• Prepare and review detailed technical tax memoranda
• Identify and manage risks associated with tax services
• Mentor and develop staff and managers

Senior Manager, Lead Tax Services

• Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients
• Lead quarterly advisory meetings to review financials, projections, and tax strategies
• Ensure the final result by leading tax preparation for your portfolio of clients
• Proactively identify planning opportunities based on changes in client circumstances and tax law
• Support the development of junior staff by exposing them to advisory work and client interactions
• Develop, maintain, and update customized tax plans for clients
• Lead a dedicated client service team of 2-4 tax professionals

Tax Advisor, CPA

• Serve as the primary advisor for a portfolio of entrepreneurial and high-income clients, leading quarterly advisory meetings and delivering proactive tax planning.
• Lead quarterly client advisory meetings to review financials, projections, and tax strategies
• Translate complex tax concepts into clear, actionable guidance for business owners.
• Ensure the final result by leading tax preparation for your portfolio of clients
• Proactively identify planning opportunities based on changes in client circumstances and tax law
• Support the development of junior staff by exposing them to advisory work and client interactions
• Develop, maintain, and update customized tax plans for clients
• Work with your team to implement tax strategies efficiently and ensure compliance aligns with the client's overall financial goals
• Deliver timely year-end tax planning to maximize tax savings and minimize surprises
• Understand and apply tax strategies across different client profiles, including small business owners and high-net-worth individuals
• Lead a dedicated client service team of 2-4 tax professionals, coordinating workflow, mentoring staff, and ensuring high-quality deliverables. Managing team capacity, workflow, and deadlines.
• Review and finalize tax returns, projections, and advisory deliverables for accuracy and quality
• Ensure tax filings reflect the client's defined goals for financial and advisory strategy

• Supporting large and complex engagements in tax compliance and consulting services
• Conducting technical tax research and advising clients on federal tax matters
• Assisting with the planning and execution of specialized projects
• Preparing and technically reviewing corporate, partnership, S corporation, and individual income tax returns.

Senior Federal Tax Associate

• Manage a portfolio of commercial loans (tax credit) and ancillary credit exposure
• Analyze historical financials and projections to ensure accurate risk ratings
• Work closely with Credit Risk and Relationship Managers
• Create and deliver comprehensive portfolio performance reports and presentations for senior management
• Ensure compliance with internal policies and regulatory guidelines
• Lead diligence calls and contribute to high-level team meetings

Senior Portfolio Manager – Tax Credit Lending

• Manage transactions and business portfolio tasks as a Senior Portfolio Manager
• Review and recommend credit decisions
• Collaborate with the Relationship Manager and business partners
• Oversee a portfolio of accounts and conduct risk rating analyses
• Provide performance feedback and career development opportunities to team members
• Conduct periodic deal reviews and execute decisions to modify deals

Credit Lead – Tax Credit Lending

• Support the sourcing and developing of new transaction opportunities
• Support the sourcing and developing of new sponsor/developer relationships
• Assist HNB senior relationship managers on renewable energy financing opportunities with existing and prospective bank clients
• Lead pre-commitment transaction diligence
• Create competitive and profitable proposals using debt and tax equity financing structures
• Represent and be accountable for transactions in HNB
• Support financial, commercial, and technical due diligence, including navigating complex documentation like participation agreements, leases, and tax indemnification agreements
• Support building and reviewing complex financial models for sale-leasebacks (Section 467) to optimize tax equity economics, including depreciation and cash/income waterfalls
• Lead negotiation of transaction documents
• Interact with external counsel, independent engineer, appraiser, and other consultants on pre-closing transaction diligence
• Lead transaction closing process in coordination with HNB Operations
• Interact with sponsors on post-closing items and requests
• Interact with lead banks and participant banks on post-closing items and requests

Vice President, Renewable Energy Tax Equity Relationship Banker

Senior Tax Manager – Global Information Reporting

• 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 – Internal Partner/Individual Tax Team

• Collaborate with cross-functional teams, including tax, finance, legal, and business development, to ensure alignment of tax planning strategies and deal execution.
• Advise on the tax implications of new business initiatives, including infrastructure development and energy-related projects.
• Conduct technical tax research and prepare memoranda and supporting documentation on complex tax issues.
• Review and provide guidance on tax-related provisions in commercial contracts, particularly those involving data center development, energy procurement, and regulated entities.
• Monitor and assess the impact of legislative and regulatory developments on the company’s tax position and strategy.
• Support tax analysis for acquisitions, transfers, divestments, and other complex transactions, including structuring and risk evaluation.

Tax Strategy and Planning Manager

• Coordinate preparation of foreign, federal, and state tax returns
• Manage ongoing foreign tax audits
• Research and document strategies for managing tax liabilities
• Supervise, develop, and coach teams
• Manage client service accounts and engagement workstreams
• Solve complex tax-related problems to deliver quality results
• Collaborate with specialists on tax issues
• Maintain compliance with tax regulations and firm standards

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