Senior Tax Associate- Sovereign Royalty and Severance Tax focused

Overview Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

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Job Description:

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for an Oil & Gas Upstream Sovereign Royalty and Severance Tax Experienced Associate to join our growing State & Local Tax (SALT) practice in Houston, TX.Our SALT practice is made up of 100+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Production Taxes and Sovereign Royalties, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs.

As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure federal, state and local compliance, reduce expenses and enhance cash flow.

You will enjoy this role if:

You would like to work directly with CFO’s, owners and leaders from middle market and Fortune 500 companies to help them solve their most complex indirect tax challenges.

You want to continue to expand your work experiences beyond compliance reporting and build skills as a comprehensive compliance advisory professional in areas such as, valuation reviews, unbundling for federal and Indian royalties, audit management and support, process review and enhancement, reverse audit, severance tax credits & incentives and data management. Most of your work will be consulting focused!

You are looking to be part of a fast-growing, entrepreneurial State & Local tax practice who is also down-to-earth and thrives in collaboration.

You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow.

What you’ll do:

Be a trusted advisor to middle market and Fortune 500 clients by providing strategic consulting services that lower their compliance costs, ensure they are reporting correctly and provide value across the spectrum of federal, tribal and state royalties and production taxes.

This includes:
Research state severance tax issues including valuation, reporting requirements, post-production cost deduction, and applicable incentives.

Provide guidance to clients on various compliance matters including state, federal, and tribal sovereign royalties.

Review client product valuation and reporting practices to ensure compliant reporting and identify opportunities for improvement and efficiency.

Assist in preparing client monthly, quarterly, and annual compliance returns.

Assist in providing client support related to state, federal, or tribal audit items.

Assist in providing client support in other areas of upstream oil and gas taxation.

Prepare memoranda on federal, tribal, and state compliance issues for…