Senior Tax Associate – Individual Tax Services

Baker Tilly US

. Provide compliance and consulting services to Baker Tilly Partners .

Posted 11/3/2026full-timeRemote • District of Columbia • United StatesSenior💰 $26 - $84 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax return review and planning for high net worth individuals, with a strong focus on multi-state tax compliance and federal tax consulting. Proven ability to manage client relationships and mentor team members while delivering strategic tax solutions.

Highest-signal resume keywords

Tax Return ReviewMulti-State Tax ComplianceFederal Tax ConsultingCCH AxcessCPA or EA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningTechnical ReviewCompliance ServicesAnalytical SkillsProject Management

Soft Skills

Interpersonal SkillsCommunication SkillsMentoringOrganization Skills

Tools & Technologies

CCH AxcessPDFlyerMicrosoft Suite

Certifications & Qualifications

CPAEA

Industry Keywords

High Net Worth IndividualsTax ComplianceConsulting ServicesPass-Through Entity TaxWithholding Tax

About the role

Key responsibilities & impact

Provide compliance and consulting services to Baker Tilly Partners
Perform technical review of complex individual tax returns and supporting tax documents
Lead multiple engagements delivering proactive tax planning and strategic consulting
Apply technical developments to complex tax situations
Manage the client experience as primary point of contact for approximately 75 clients
Invest in professional development through individual effort and firm-wide learning and development programs
Support team members’ growth and development through the Baker Tilly Care and Teach philosophy

Requirements

What you’ll need

Three (3)+ years’ experience in tax return review and planning for high net worth individuals required
4-year degree required
Bachelor’s degree in accounting or law, or a similar degree in business
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
Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
Available to work a contract basis through April 30th 2027
Two (2)+ years’ supervisory experience, mentoring and counseling associates preferred
CPA or EA strongly preferred
Demonstrated management, analytical, organization, interpersonal, project management, and communication skills

Benefits

Comp & perks

Fully remote work allowed
Flexibility in how and where you work
Professional development resources and firm-wide learning and development programs
Support for career development and technical skills sharpening
Compensation and benefits package for eligible employees