• Prepares individual, corporate, partnership, and other types of tax returns
• Performs audit, review, compilation, and other assurance services
• Gains experience, exposure, and knowledge of procedures, workpapers and systems
• Supports multiple client engagements on time and within budget, identifying issues and communicating progress
• Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities
• Completes research and special projects as needed
• Communicates effectively with clients and CLA family members on a regular basis

Tax/Audit Associate

• Be a trusted member of the team providing various tax, accounting and advisory services to clients
• Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials.
• Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
• Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
• Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
• Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives
• Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
• Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
• Maintain current knowledge of local, state, and federal tax practices and laws
• 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 clients and the community
• 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
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Tax Manager

• Provide employment tax advocacy and controversy services on civil matters.
• Investigate, analyze, and problem solve various federal and state employment tax controversy issues.
• Educate and advise clients on taxation rules and best employment tax practice procedures.
• Examine and advise on processes for Forms 940, 941, W-2, 1099, etc.
• Respond to IRS and other tax authority inquiries when requested.
• Demonstrate excellent team skills, positive attitude and high ethical standards.

Tax Associate – Advocacy & Controversy Tax

• Provide tax advocacy and controversy services on civil matters
• Representing clients for IRS notice responses, penalty abatement requests, and other IRS negotiations
• Advocate on clients' behalf before IRS collections and all 50 state tax agencies
• Respond to IRS and other tax authority inquiries when requested, make recommendations to the client for consideration
• Invest in professional development through active participation in training sessions and networking events both internally and externally
• Demonstrate excellent team skills, positive attitude and high ethical standards

Tax Senior Associate – Advocacy & Controversy

• Prepares and reviews federal, state, and local tax returns for all Brookdale’s corporate and partnership entities
• Oversees appeals, sales tax returns, and other corporate filings
• Prepares and reviews the analysis of tax adjustments and general ledger allocations
• Assists with the quarterly and annual tax provision for consolidated group as well as stand-alone reporting
• Main point of contact for CorpTax software to prepare and electronically file tax returns

Senior Tax Analyst

• 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

• Act as the central internal owner for U.S. indirect tax audit & controversy matters, coordinating internal stakeholders and serving as the primary interface with external advisors.
• Provide end ‑ to ‑ end oversight of U.S. indirect tax audits and disputes, including sales and use tax, property tax, and gross receipts taxes, by tracking status, evaluating technical positions, and driving timely resolution.
• Direct and manage external advisors engaged in audit defense and controversy, including setting expectations, reviewing and challenging work product, and ensuring conclusions align with the company’s risk profile and business objectives.
• Identify, document, and enhance internal controls related to indirect tax audits and compliance, partnering with relevant teams to implement process improvements that strengthen discipline, consistency, and audit readiness.
• Oversee the quarterly FAS 5 (ASC 450) reserve process for indirect taxes, coordinating with external advisors that prepare the initial reserve analyses, reviewing assumptions and conclusions, facilitating internal discussion, and obtaining alignment with Tax leadership.
• Drive efficiencies in audit data gathering and analysis by collaborating with IT, Finance, and business stakeholders to identify, implement, and leverage automation, reporting, and data tools.
• Monitor legislative, regulatory, and administrative developments affecting U.S. indirect taxes and assess potential impacts, escalating issues and recommended actions to Tax leadership as appropriate.
• Partner with cross ‑ functional teams on business initiatives, system implementations, and process changes to ensure indirect tax considerations and controversy implications are identified and addressed proactively.
• Develop and maintain standardized audit and controversy playbooks, documentation, metrics, and executive ‑ level reporting to enhance transparency, knowledge sharing, and governance.

Indirect Tax Manager

• Drive analysis and implementation of 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 impacts and risks with the Managers and Directors, Tax Planning and M&A and the rest of the broader Management team
• Assist the Managers and Directors, Tax Planning and M&A with 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 supervise external resources assisting with tax planning projects
• Coordinate with internal and external auditors

Senior Global Tax Planning Advisor

• Monitor and interpret evolving US, foreign, and state tax legislation
• Define product vision and contribute to tax reporting roadmap
• Analyze complex regulatory and business issues
• Develop and maintain expertise in cost basis and informational reporting
• Drive business testing and validation of use cases
• Own product side of annual tax season execution
• Build and maintain client relationships

See all jobs on JobTailor