Senior Tax Associate

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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description EMPLOYER: Baker Tilly Advisory Group, LP JOB TITLE: Tax Senior Associate LOCATION: Irvine, CA (hybrid role, may work from home.) Responsibilities Lead and review the preparation of complex federal and state income tax returns for a diverse client base, including corporations (Form 1120), partnerships (Form 1065), and high-net-worth individuals (Form 1040). (20%) Appropriately delegate tasks to tax associates or outsourced personnel, including organization and classification of documents received from clients, preparation of tax calculations, financial summaries, and supporting schedules, and input of data in tax preparation software including CCH Axcess and GoSystem. (5%) Ensure tax payments and financial documentation are reported timely and in compliance with federal, state, and local tax laws and regulations. (5%) Draft explanations and summary of tax positions for the tax files. (0.2%) Draft detailed requests for client information required for the execution of tax compliance and planning engagements. (0.2%) Develop a thorough understanding of income tax returns to be filed by individuals (Form 1040, 1040-NR) and businesses (Form 1120, 1120-F, 1120-S, 1065, etc.) including the applicable forms and domestic and informational reports (Form 5471, 5472, 8621, 8865, 8858, 8938, 8992, 8993, FBAR, etc.) based on the applicable federal, international, and state tax rules and regulations. (9%) Review and analyze tax and financial information provided by clients, including financial statements, trial balance details, fixed asset registers, and tax forms such as 1099, W-2, K-1, K-3, and contracts and agreements. (5%) Provide inputs to tax managers and partners on additional information required and supplementary tax forms and filings to be completed. (5%) Supervise the progress of tasks performed by tax associates. (5%) Provide ongoing guidance and technical assistance. (5%) Perform tax research on federal, international, and state tax matters as directed by managers and partners or as a result of issues encountered in the course of tax compliance and planning engagements. (5%) Prepare complex tax accounting calculations, including corporate tax provision, estimate of multistate current and deferred taxes, partnership taxable income allocation under targeted allocation and waterfall rules. (15%) Complete the preparation of most tax returns within the tax software, including consolidated, multi-state returns, and information reporting for foreign corporations. (5%) Timely report to managers on status of tax engagements, tax technical issues, technology issues, scheduling conflicts. (2%) Provide day-to-day support to tax associates and peers with regard to tax software and other IT tools utilized within the tax practice. (3%) Provide feedback to managers and partners on associates’ performance and tax technical improvement needs. (0.2%) Participate in technical and team-building development initiatives, including associate onboarding and orientation. (0.2%) Research, develop and present content for technical tax training on a broad range of business, individual, trust, and estate tax matters including legislative updates and illustration of case studies involving specific transactions and the illustration of their tax consequences. (0.2%) Attend technical training and courses to develop a solid understanding of advanced federal, state, and international tax rules and regulations. (5%) Use a variety of tools and methods, including Microsoft Office Suite, Teams, CaseWare, CCH Axcess, Gosystem RX, OneSource Income Tax, and RIA Checkpoint. (5%). Requirements Bachelor’s or foreign equivalent degree in Accounting, Economics, Business Administration or a related field, and 2 years of experience in the job offered or as a Tax Accountant, Tax Associate, or in a related/similar position. Experience therein to include 2 years of experience in the following: federal and state income tax return preparation using general accounting concepts, tax code and regulations; corporate tax return preparation; conducting tax research; and using Microsoft Office Suite. Hybrid role, ability to work from home. RATE OF PAY: $98,000 to $131,410 per year. CONTACT: To apply, email resume to View email address on click.appcast.io. Ref. Job code NGUN-W. #IND-DNI #PDN-DNI #LI-DNI 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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs. #J-18808-Ljbffr