Senior Tax Associate

Baker Tilly Advisory Group, LP

Irvine, California

JOB DETAILS
SKILLS
Accounting, American Institute of Certified Public Accountants (AICPA), Applicant Tracking System, Bakery, Business Services, Certified Public Accountant (CPA), Corporate Tax, Customer Support/Service, Data Entry, Documentation, Facebook, Federal Tax, Financial Analysis, Financial Reporting, Financial Statements, Fixed Assets, High Net Worth, Income Tax, Informatics, LinkedIn, Local Tax, Microsoft Windows 2000, Outsourcing, Professional Services, Recruiting/Staffing Agency, Regulations, Request for Information (RFI), State Tax, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Tax Software, Technical Support, Time Management, Trial Balances, Waterfall Model of Software Development, Work From Home
LOCATION
Irvine, California
POSTED
17 days ago
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.)

DUTIES: 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 informat

About the Company

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Baker Tilly Advisory Group, LP