Baker Tilly US
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct. 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 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.
Responsibilities
Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax.
Advise and make recommendations to clients on business succession planning.
Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations.
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients.
Invest in 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
An undergraduate degree in Accounting or related field required.
CPA, EA, JD/LLM required.
Eight (8) or more years of experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses (including personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities, partnership taxation and corporate taxation, including SALT/Franchise tax for multi-state filers).
Two (2) or more years of supervisory experience, mentoring and counseling associates desired.
Ability to lead and supervise others, provide exceptional client service, stay current with applicable strategies, and maintain a sense of urgency and commitment to quality and timely completion of projects.
Eligibility to work in the U.S., without sponsorship, highly preferred.
The compensation range for this role is $122,300 to $231,870. Actual compensation is influenced by a variety of factors including skills, experience, qualifications, and geographic location.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Accounting
Referrals increase your chances of interviewing at Baker Tilly US by 2x.
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Responsibilities
Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax.
Advise and make recommendations to clients on business succession planning.
Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations.
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients.
Invest in 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
An undergraduate degree in Accounting or related field required.
CPA, EA, JD/LLM required.
Eight (8) or more years of experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses (including personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow-through entities, partnership taxation and corporate taxation, including SALT/Franchise tax for multi-state filers).
Two (2) or more years of supervisory experience, mentoring and counseling associates desired.
Ability to lead and supervise others, provide exceptional client service, stay current with applicable strategies, and maintain a sense of urgency and commitment to quality and timely completion of projects.
Eligibility to work in the U.S., without sponsorship, highly preferred.
The compensation range for this role is $122,300 to $231,870. Actual compensation is influenced by a variety of factors including skills, experience, qualifications, and geographic location.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Accounting
Referrals increase your chances of interviewing at Baker Tilly US by 2x.
#J-18808-Ljbffr