Tax Senior Manager- Individual Tax Services

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. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

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Equal Opportunity Statement

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 local law.

Job Description

Are you a talented tax professional that specializes in US individual tax services? Would your ideal job offer a limited tax busy season? If yes, consider joining Baker Tilly (BT) as a Contract Tax Senior Manager
- Individual Tax Services ! This is an internal contract position that provides US individual tax services to Baker Tilly Principals, including tax preparation, planning and consulting. 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.

What

you will do

• Provide compliance and consulting services to BT Principals
• 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.
• Serve as the primary engagement leader for about 140 Principals
• 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

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

Minimum Qualifications

• Eight (8)+ years' experience in tax return review and planning for high net worth individuals required
• 4 year degree required
• Available to work on a contract basis through April 30th 2027

Qualifications

• Qualification:
  
  Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable
• CPA preferred
• 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, inter