Overview
Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm,
providing clients with a genuine coast-to-coast and global advantage in major
regions of the U.S. and in many of the world's leading financial centers -
New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is
an independent member of Baker Tilly International, a worldwide network of
independent accounting and business advisory firms in 145 territories, with
41,000 professionals and a combined worldwide revenue of $4.7 billion.
Please discuss the work location status with your Baker Tilly talent
acquisition professional to understand the requirements for an opportunity you
are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All
qualified applicants will receive consideration for employment without regard
to race, color, religion, sex, national origin, disability or
protected veteran status, gender identity, sexual orientation, or any
other legally protected basis, in accordance with applicable federal, state or
Responsibilities
Are you a talented tax professional that specializes in US individual tax
services?
Would your ideal job have no typical tax busy season?
If yes, consider joining Baker Tilly (BT) as a Tax Manager- Individual
Tax Services! This is an internal position that provides US individual tax
services to Baker Tilly Partners, including tax preparation, planning and
consulting. This position is ideal for someone who wants to continue building
their career in public accounting AND have incredible work/life balance. You
won't have an intense tax busy season and most weeks are a 40 hour work
week! This position can be worked from any location - fully remote work is
allowed. As one of the fastest growing firms in the nation, BT has the
ability to offer you upward career trajectory, flexibility in how and where
you work along with meaningful relationships with clients, teammates and
leadership who truly care about you and your development.
You will enjoy this role if:
You enjoy being your client's personal advisor and collaborating with a team
to provide a holistic approach to their tax services.
You seek a leadership opportunity with a well-established practice that
continues to achieve tremendous growth
You want to be part of a firm invested in your success by providing the
resources and support to continually sharpen your technical skills and build
your career now, for tomorrow
You prefer having a steady schedule year-round with a limited fall busy season
What you will do:
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
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a similar degree in business,
Masters or advanced degree desirable
CPA required
Five (5)+ 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 kills
Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
Additional Information
For California, Colorado, New York and Washington: The compensation
range for this role is $86,220 to $182,770. Actual compensation is
influenced by a variety of factors including but not limited to skills,
experience, qualifications, and geographic location.
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