Job Description
- Job Description:
- 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
- Requirements:
- Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable
- CPA required
- Eight (8)+ years’ experience in tax return review and planning for high net worth individuals
- Multi-state tax compliance experience for individuals, including understanding of composite, withholding and pass-through entity tax
- Experience providing federal tax compliance and consulting services in a professional services firm
- Two (2)+ years’ of supervisory experience, mentoring and counseling associates preferred
- Demonstrated management, analytical, organization, interpersonal, project management, communication skills
- Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship preferred.
- Benefits:
- Professional development opportunities
- Flexible work arrangements
- Work/life balance
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