Tax Technical Associate

Full-time

No

Salary and Benefits

We offer a competitive salary and a comprehensive benefits package including:

Medical, dental, and vision insurance
Retirement savings plans
Paid time off and holidays
Flexible spending accounts
Professional development opportunities
Wellness program
Tuition reimbursement
Paid parental leave


# Tax Technical Associate

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the . and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. As an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of billion, Baker Tilly is an equal opportunity/affirmative action employer.

## Job Description

Baker Tilly has opportunities for Tax Technical Associates at various entry levels, to pursue a technical tax career path, serving industry team colleagues and firm clients. This is a great opportunity to be a valued advisor, supporting Baker Tilly’s sophisticated and proactive federal tax practice. As a Tax Technical Associate, you will work side-by-side with local industry team client facing tax colleagues, helping to apply tax law to industry specific client fact patterns, yielding client valued results. You’ll join experienced tax teammates who seek your counsel and support on specific tax matters, and you’ll have the opportunity to utilize your knowledge and experience to help teach talented tax staff on new tax legislation, administrative pronouncements and judicial rulings, often with a specific industry applications.

## Qualifications

Successful candidates for the Tax Technical Associate position will have a Master Degree in Taxation and/or Law Degree, and Bachelor’s Degree in Accounting is desirable; have CPA or JD; regularly cite various tax Code sections, regulations, and rulings, by number or name; be a self-starter; be a diligent reader of daily tax developments; have strong verbal and writing communication skills; frequently exhibit intellectual curiosity; have an ability to teach; have strong familiarity with tax research tools; demonstrate completeness in research and problem solving; display appropriate ethical knowledge and commitment; and exhibit a sense of urgency and commitment to quality and the timely completion of projects.

## Responsibilities

As a Tax Technical Associate, you will:

* Independently and continually monitor developments in tax law, frequently develop, and share your own opinions and ideas (“thought leadership”) on how we or our clients should react
* Do extensive tax research on issues when asked, finding and communicating answers to sophisticated and complex tax issues
* Mature into topical focused areas of deeper knowledge
* Work with team members in all WI offices (occasionally in-person) who will source projects
* Provide colleagues with tax file work papers supporting answers to technical issues addressed
* Write & review technical tax memos and client letters
* Tax impact modeling and Excel template development
* Maintain a solid understanding of Firm tax policies and procedures
* Deliver best-in-class customer service to internal and external clients
* Speak publicly and teach internally at intermediate to advanced levels
* Limited tax compliance work may be done, depending on the candidate and experience
* For less experienced candidates, strategic tax compliance may be developmental
* Over time, any strategic compliance work assigned should be reduced
* Research and technical tax work should be a scheduling priority
* Some candidates may benefit from maintaining ownership of some client relationships
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Enjoy friendships, social activities and team outings that encourage a work-life balance

## Salary and Benefits

We offer a competitive salary and a comprehensive benefits package including: medical, dental, and vision insurance; retirement savings plans; paid time off and holidays; flexible spending accounts; professional development opportunities; wellness program; tuition reimbursement; and paid parental leave.

Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.

Flexibility in how and where you get your work done, meaningful relationships with teammates and leadership, autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!), Contribute to your engagement team’s professional growth and enhance your own skills, friendships, social activities and team outings.

CPA, JD, Tax research, Excel, Word, PowerPoint, Driver's License

Master Degree in Taxation and/or Law Degree, Bachelor’s Degree in Accounting

Apply online at /

Qualification and Experience Master Degree in Taxation and/or Law Degree, Bachelor’s Degree in Accounting

Legal