Senior Tax Manager - Internal Partner/Individual Tax team

$122,300 - $264,990/Yr

Baker Tilly Advisory Group, LP - Tampa, FL

Full-time - Senior

Remote - Tampa, FL

10,001+ employees

About the position

Baker Tilly is seeking a Tax Senior Manager specializing in US individual tax services. This internal position focuses on providing tax preparation, planning, and consulting services to Baker Tilly Partners. The role offers a unique opportunity for tax professionals who desire a work environment without the typical busy season, allowing for a better work/life balance. The position is fully remote, with an ideal location on the East Coast or Midwest, and promotes career growth within a rapidly expanding firm.

Responsibilities

• Provide compliance and consulting services to BT Partners
• 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
• Manage the client experience as the primary point of contact for about 75 clients
• 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

Requirements

• Bachelor's degree in accounting or law, or a similar degree in business
• CPA required
• Eight (8)+ years' experience in tax return review and planning for high net worth individuals
• 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, interpersonal, project management, communication skills
• Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

Nice-to-haves

• Masters or advanced degree desirable

Benefits

• Flexible work hours
• Remote work options
• Professional development programs
• Supportive work environment
• Career growth opportunities