• Be a trusted advisor to middle market clients by providing strategic tax credit consulting services
• Work with other industry experts to document eligibility and qualification of clients for certain federal and state statutory and negotiated credits and incentives
• Identify purchasers of federal and state tax credits able to be transferred
• Close tax credit transactions along with mitigating risk to tax credit purchasers
• Research and draft technical memoranda related to tax credit matters
• Support industry experts with tax technical issues
• Develop industry thought leadership including writing internal and external articles and preparing internal and external presentations
• Develop an understanding of each client’s business and become a functional expert in the relevant technical area
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with colleagues, clients and the community
• Coordinate with C&I leadership to drive opportunities through existing and prospective clients and be part of further building and training the team
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Act as a career advisor to seniors, managers and senior managers
• Review work prepared by Managers and Senior Managers professionals and work with Managing Directors and Partners on client optimization strategies

Credits & Incentives Tax Director

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Coordinate with tax support staff to ensure timely workflow practices and data integrity
• Work with tax staff to respond to tax notices and initial preparation of correspondence
• Stays up to date on tax law and any changes
• All other duties as assigned

Tax Associate

• 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

• Provide consultative and compliance expertise in U.S. international tax, including inbound and outbound planning and structuring
• Serve as a key international tax expert and resource for firm leadership and staff
• Review and sign U.S. federal tax returns, including returns with complex international components
• Manage and grow client relationships, ensuring high‑quality service and trusted advisor status
• Lead strategy, profitability, and growth initiatives for the international tax practice
• Collaborate across service lines to support international clients
• Mentor and develop team members through coaching, feedback, and technical guidance
• Participate in business development efforts, with an annual goal of approximately $100K
• Stay current on evolving international tax laws and communicate relevant changes to clients and internal teams

Tax Principal – International Focus

• Join our core business tax team focusing on closely held family groups and their individual owners.
• Work collaboratively with tax and audit teams that may be spread across the country.
• Engage with local business leaders in the Portland or Seattle market.
• Maintain a people-first culture that supports flexibility and work-life balance.
• Meet targets of 1,375 charge hours as a manager and 1,350 as a senior manager annually.
• Expect high charge hours during peak seasons while ensuring teamwork and support.

Tax Manager – Core Tax Services

• Own the end-to-end operating model (calendar, workflow, roles/hand-offs, service levels) for corporate tax and government reporting deliverables to ensure on-time completion and readiness for technical review/sign-off
• Define required data sets, drive reconciliations to the general ledger/financial statements, and maintain traceable support for filings and reporting
• Coordinate timelines, inputs, dependencies, and quality checks across team members and external providers
• Serve as business owner for tax data and tax technology (and upstream finance sources): define data standards, govern inputs/outputs, and ensure end-to-end traceability from source data to filings and reporting
• Identify and execute opportunities to reduce manual effort and improve reliability through standardization, automation, and stronger controls
• Design and maintain an effective control framework across end-to-end tax and government reporting processes: define key and operating control points, review standards, documentation requirements, and evidence retention to support internal/external assurance
• Lead the tax operations service model across Tax, Accounting/Finance, Finance Technology, affiliates, and external providers with clear communication and documentation
• Develop and implement training procedures; coach and develop team members, set standards, and provide feedback to ensure high-quality, compliant, and sustainable delivery

Tax Manager – Technology & Transformation

• Be a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients
• Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies
• Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries
• Team with leaders on special projects in various areas of tax
• Develop recommendations for the client to consider and share with leadership to discuss and strategize
• Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Tax Senior Associate, Private Wealth

• Effectively partner with attorneys and maintain good working relationships with clients, staff, attorneys, and other contacts (agencies, vendors, etc.)
• Sustain a high degree of attorney confidence, minimal backlog and minimal overtime
• Extensive interaction with clients; act as intermediary with clients and respond to client requests
• Type, proofread, run comparisons, and edit correspondence, memoranda, agreements and other legal and business documents from notes, templates, drafts, or dictated text under time sensitive deadlines
• Set up, organize, and maintain data rooms for transactions
• Maintain due diligence/document production checklists
• Identify and organize documents for closings of complex financing or acquisition transactions
• Prepare initial checklists, manage format, and ensure uniformity across documents
• Monitor and update checklists, organize signature packets, and review documents for completeness
• Maintain electronic records of final executed documents and produce/distribute closing transcripts
• File relevant documents in client minute books
• Maintain equity ownership information
• Docket reminders for annual corporate filings (e.g., stock plan registration)
• Manage client billing process including: enter attorney time; process and review monthly prebills and invoices
• Monitor and calendar deadlines
• Maintain attorney and client records, including email and other electronic records
• Run conflicts checks; manage client intake and open new client and new matter files
• Prepare, submit and track expense reimbursement reports and third-party vendor check requests
• Make travel arrangements
• Schedule conference rooms using Resource Scheduler and arrange for food service and audio visual equipment as needed
• Schedule and coordinate appointments, meetings and conference calls and maintain calendars
• Maintain and track continuing legal education (CLE) records for attorneys
• Maintain up-to-date forms, including collaboration with word processing on templates
• Answer, screen, and respond to phone calls
• Open and route mail, attaching appropriate files and documents
• Maintain a deep understanding of attorney’s practices and goals, as well as firm objectives, policies, and procedures; proactively seek development opportunities and collaborate with supervisor to meet them; raise concerns or ideas with supervisor, and collaborate on solutions that support team and firm success
• Check in regularly with attorneys to ensure all aspects of projects are on track. Prompt as needed. Exercise careful judgment about when to ask for guidance.
• Take initiative to understand attorneys’ client service needs; identify opportunities to contribute to client relationship success by raising concerns and/or opportunities to improve; offers potential solutions and is willing to participate in the agreed upon course of action to reach the desired goals

Legal Assistant, Business & Tax

• Prepare and review income tax provisions pursuant to ASC 740
• Provide tax provision and tax compliance services for a variety of corporate clients, from start-up ventures to Fortune 500 multi-national businesses
• Serve as the primary client service contact for a portfolio of clients; proactively recognize opportunities to provide additional services
• Manage the delivery of accounting services to ensure technical accuracy and high-quality work product within budgetary and time constraints
• Build on technical competence by keeping up to date on tax law, trends and developments; obtain deep technical skills in the area of accounting for income taxes
• Lead and manage teams of tax professionals: Participate in the mentoring and development of team members; Be actively involved in team recruiting, training, and retention
• Review Associate and Senior work before submission to Senior/Managing Directors for top-level review
• Assist in administrative and operational initiatives as assigned by firm leadership

Manager, Corporate Tax Services

• Write and produce practical tax content on a timely and regular basis with a focus on assigned news and features and gallery stories covering federal and state tax concepts and developments
• Assist the senior tax editor and the Kiplinger team with other editorial projects

Tax Writer

• Provide executional leadership across a complex U.S. domestic tax compliance and filing environment
• Drive compliance execution through effective planning, coordination, and follow through
• Identify, frame, and take ownership of judgment driven U.S. domestic tax issues
• Evaluate facts, data, and technical considerations
• Translate technical decisions into clear execution guidance
• Ensure resolved positions and process improvements are sustained over time
• Contribute to continuous improvement of compliance processes, controls, and documentation

Senior Manager, U.S. Domestic Tax Compliance

• Looking for a seasoned tax manager or a senior manager for the core business tax team
• Focuses on closely held family groups and their individual owners
• Relationship heavy practice, emphasizing flow through entities and their implications
• Collaborate with local business leaders, primarily in Portland or Seattle market
• Expect to log at least 50 charge hours per week during peak season, collaborating and supporting the team
• Provide mentorship and resources for career development with self-selected development courses and career coaches

See all jobs on JobTailor

Credits & Incentives Tax Director

Tax Associate

Tax Consultant, CPA

Tax Preparer

Tax Principal – International Focus

Tax Manager – Core Tax Services

Tax Manager – Technology & Transformation

Tax Senior Associate, Private Wealth

Legal Assistant, Business & Tax

Manager, Corporate Tax Services

Tax Writer

Senior Manager, U.S. Domestic Tax Compliance

Tax Manager – Core Tax Services