Senior Tax Associate

4 weeks ago


New York, New York, United States Baker Tilly US, LLP Full time
Senior Tax Associate - Financial Services Expert

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.

We are seeking a Senior Tax Associate - Financial Services Expert to join our team, providing industry-focused tax advisory and compliance services to middle market clients.

As a trusted business advisor, you will work face-to-face with clients to find creative solutions to complex accounting and business challenges.

You will be responsible for providing various tax compliance and consulting services to industry-specific clients, including:

  • Be a valued business advisor, focusing on day-to-day tax matters with various clients ranging from middle market to multinational
  • Participate on special projects in various areas of flow-through and corporate taxation, and implications to owners
  • Assist in the preparation of hedge fund investment partnership, private equity partnership and management company partner allocations and K-1 information
  • Develop recommendations for the client to consider and share with leadership to discuss and strategize
  • Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas

You will learn and grow from direct on-the-job coaching and mentoring, as well as participating in firm-wide learning and development programs.

Qualifications:

  • Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
  • CPA or JD license preferred
  • Two (2)+ years of experience providing tax compliance and consulting services in a public accounting firm, with experience in flow-through entities (preferably hedge funds) and Asset Management companies
  • 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

For California, Colorado, New York and Washington, the compensation range for this role is $72,180 to $124,660. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.



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