State & Local Tax Expert

6 days ago


San Jose, California, United States Baker Tilly US, LLP Full time
Overview

Baker Tilly US, LLP 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.

The firm provides 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. The firm's advisory group provides tax and business advisory services to its clients.

Baker Tilly US, LLP is an independent member 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.

Responsibilities

As a State & Local Tax Experienced Associate, you will be part of a fast-growing, entrepreneurial State & Local tax practice that thrives in collaboration.

You will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses, and enhance cash flow.

You will work directly with CFOs, owners, and leaders from middle market and Fortune 500 companies to help them solve their most complex state & local tax challenges.

You will continue to expand your work experiences beyond compliance and build skills as a comprehensive SALT professional in areas such as sales tax nexus, research projects, ruling requests, process review, reverse audit, credits & incentives, and property tax.

What You'll Do
  • Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting services that lower their tax rates, ensure they are in compliance, and provide value across the spectrum of state and local taxes.
  • Prepare and file state & local sales tax returns for multiple clients in various jurisdictions.
  • Assist in the research of state tax issues, including nexus determinations, taxability analyses, and quantification of potential liabilities.
  • Help provide guidance to clients on various compliance matters, including state tax return preparation, sales/use, and unclaimed property.
  • Respond to notices issued by state and local taxing jurisdictions.
  • Work with multi-state companies to provide guidance on state and local tax controversies, including research and preparing written protests.
  • Assist with due diligence and voluntary disclosure projects.
  • Help prepare memoranda on state and local tax issues for individuals, corporations, partnerships, and LLCs.
  • Assist in the preparation of ruling requests and respond to state and local tax audits.
Qualifications

Successful candidates will have:

  • Bachelor's degree in accounting or law preferred, or a related degree in business required.
  • Sufficient course work and credits to sit for the CPA and/or bar exam in the state you are being considered.
  • One (1)+ year(s) of experience providing State & Local tax compliance and consulting services in a public accounting firm preferred.
  • CPA, CMI, or JD/LLM preferred.
  • 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.
  • Experience with Tax research platforms such as BNA Tax, RIA Checkpoint, or CCH tax platforms preferred.
Additional Information

The compensation range for this role is $62,730 to $110,760. Actual compensation is influenced by a variety of factors, including but not limited to skills, experience, qualifications, and geographic location.



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