Senior Tax Associate- Individual Tax Services
About The Position
Baker Tilly is hiring a contract Senior Tax Associate in Individual Tax Services to provide U.S. individual tax services to Baker Tilly partners, including tax preparation, planning, and consulting. The position is fully remote and may be performed from any location, with the East Coast, Southeast, and Midwest identified as ideal regions. The role offers a steady year-round schedule with a limited fall busy season and an opportunity to serve as a personal tax advisor and collaborate with a team. The associate will provide compliance and consulting services, review complex individual tax returns and supporting documents, lead multiple engagements, and serve as the primary client contact for approximately 75 clients. The role also includes applying technical developments to complex tax situations, participating in professional development, and supporting the growth of team members. The contract must be available through April 30, 2027.
Requirements
- At least three years of experience in tax return review and planning for high-net-worth individuals.
- Four-year degree.
- Experience with multi-state individual tax compliance, including composite, withholding, and pass-through entity tax.
- Experience providing federal tax compliance and consulting services in a professional services firm.
- Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
- Highly developed skills in CCH Axcess, PDFlyer, and Microsoft Suite.
- Availability to work on a contract basis through April 30, 2027.
Nice To Haves
- Bachelor’s degree in accounting, law, or a similar business degree; a master’s or advanced degree is desirable.
- CPA or EA credential strongly preferred.
- At least two years of supervisory experience, including mentoring and counseling associates.
- Eligibility to work in the U.S. without sponsorship preferred.
Responsibilities
- Provide tax compliance and consulting services to Baker Tilly partners.
- Perform technical reviews of complex individual tax returns and supporting tax documents.
- Lead multiple engagements delivering proactive tax planning and strategic consulting.
- Apply technical developments to complex tax situations to grow technical competence.
- Manage the client experience as the primary point of contact for approximately 75 clients.
- Invest in professional development individually and through firm-wide learning and development programs.
- Support team members’ growth and development through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Benefits
- Compensation and benefits package for eligible employees.
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What This Job Offers
Career Level
Senior
