Tax Manager at Baker Tilly providing corporate tax advisory and compliance services. Engaging with clients in healthcare and coaching staff for their professional growth.
About the role
- Tax Associate preparing federal, state, and local tax returns at Cetera Holdings. Collaborating with clients and internal teams to ensure accurate and timely filings.
Responsibilities
- Prepare federal, state, and local tax returns for individuals, trusts, estates, partnerships, and closely held businesses under the guidance of senior team members
- Assist with tax research, applying foundational knowledge to support client-specific issues and document findings for review
- Support tax planning efforts, helping identify opportunities and contributing to strategy development alongside experienced professionals
- Collaborate with clients and internal teams to gather necessary information and ensure accurate and timely filings
- Exercise professional judgment in applying tax concepts and identifying potential issues for escalation
- Participate in client meetings and internal planning sessions, gaining exposure to advisory conversations and learning from experienced team members
- Stay current on tax law changes, engaging in continuing education and leveraging firm resources to build technical expertise
- Contribute to process improvements, offering ideas and feedback that support team efficiency and client service
- Support a collaborative team culture, working closely with tax and wealth professionals to deliver integrated client solutions
Requirements
- Basic understanding of federal, state, and local income tax laws
- Strong analytical and problem-solving skills
- Clear and professional communication, both written and verbal
- Ability to manage multiple priorities and meet deadlines
- Proficiency in Microsoft Office and tax preparation software
- Bachelor’s degree in Accounting or related field; Master’s in Taxation preferred
- 0–3 years of experience in public accounting or tax-related work
- Actively pursuing CPA or EA certification.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Tax Director for Baker Tilly providing compliance and consulting services for high - net - worth clients. Leading engagements and advising on complex tax strategies in a growing practice.
Working Student supporting Corporate Tax projects in a leading plastics manufacturing firm. Involves tax calculations, compliance, and project collaboration.
Tax Analyst role supporting North American and Global Tax Team with hands - on experience in tax projects. Collaborating on tax return preparation and audit support for a dynamic finance team.
Tax Supervisor handling personal tax work for professional athletes and media clients. Delivering high - quality accounts and tax services within a dynamic team environment.
Senior Consultant responsible for identifying and claiming R&D tax credits. Collaborating on audits and providing tax - related technical support for clients in a hybrid environment.
Director of Tax and Retirement Research at Fidelity, delivering insights on tax and retirement topics. Engaging publications and presentations primarily for financial advisors and investors.
Tax Associate at Baker Tilly delivering tax compliance and advisory services. Opportunities for professional development and working with diverse clients across various sectors.
Tax Principal overseeing federal tax compliance and consulting for commercial clients. Mentoring staff and developing tax strategies in Baker Tilly’s growing DC market.
State and Local Tax Intern gaining knowledge of Tax and Advisory practices through client work. Participating in compliance reviews, analyzing tax controversies, and drafting technical memoranda.