Tax Senior Associate - Estate, Gift, and Trust
About The Position
Baker Tilly is a leading advisory, tax and assurance firm. This role is for a Tax Senior Associate, specifically working in the private client services space of Estate, Gift, and Trust. This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer upward career trajectory, flexibility in how and where work is done, and meaningful relationships with clients, teammates, and leadership. The firm values development and provides autonomy to own schedules and careers through structured programs. The role involves supporting the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals, and enjoying friendships, social activities, and team outings that encourage work-life balance.
Requirements
- 4-year degree
- Three (3) years of experience providing tax compliance and consulting services
- Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
- Strong leadership, project management, organizational and analytical skills, initiative, adaptability
- Microsoft Suite skills
- Highly developed software and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred
Nice To Haves
- License Eligible CPA, Law License, or Enrolled Agent preferred
- Specific experience in estate, gift, and trust tax compliance and consulting work preferred
Responsibilities
- Provide tax compliance and advisory services related to estate, gift and trust matters
- 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
- 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 entrepreneurial skills to network and build strong relationships internally and with clients
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Benefits
- Comprehensive compensation and benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Senior
