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:

Responsibilities:

Are you energized by data, driven by precision, and ready to make an impact behind the scenes of tax operations? In this role, you'll work with client-provided data at the earliest stages of the tax preparation process - analyzing, interpreting, and inputting information into specialized software with accuracy and insight. While you won’t be responsible for final client deliverables, your work lays the foundation for exceptional service and smooth execution across the Tax service line. Your analytical mindset and attention to detail will be key to driving accuracy and efficiency in our tax operations.

Team Leadership & Workflow Management

• Supervise and direct the work of others, managing day-to-day workflow and performance.

• Ensure quality and timeliness of tasks in alignment with the BT Prep statement of work.

• Troubleshoot operational issues and recommend effective resolutions.

• Collaborate across teams to deliver high-quality service.

• Train team members and maintain up-to-date training materials.

Initial Tax Return Preparation

• Prepare Individual and Trust tax returns using client-provided data.

• Analyze and interpret records, referencing prior-year data and similar client profiles.

• Input data into appropriate software with precision.

• Document clear notes for missing items and follow-up questions.

• Communicate interactively with engagement teams to clarify and resolve data issues.

Principal-Level Tax Return Completion

• Independently complete Individual tax returns for BT Principals.

• Exercise professional discretion and judgment in tax matters.

• Report directly to ESO Firm Tax leadership.

Technical Development & Process Improvement

• Continuously build technical expertise through training and coursework.

• Serve as a resource in your areas of specialization.

• Partner with BT Prep leadership to identify and implement efficiency improvements.

Relationship Building

• Foster strong interpersonal relationships within your team and across engagement teams.

• Promote collaboration, transparency, and mutual support.

Special Projects & Additional Duties

• Participate in firm initiatives and complete other duties as assigned.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field (preferred)

• 2–4 years of experience in tax preparation or tax operations (preferred)

• CPA or Enrolled Agent designation is a plus

• Strong foundational knowledge of tax matters and compliance

• Proficiency with Microsoft 365, CCH Axcess, GoFileRoom, and Adobe Acrobat (preferred)

• Comfortable working in a digital, paperless environment and adapting to new technologies

• Proven ability to handle sensitive client information with confidentiality and professionalism

• Exceptional attention to detail and commitment to producing accurate work

• Strong time management skills with the ability to meet deadlines and manage competing priorities

• Effective communicator—both written and verbal—with the ability to collaborate across teams

• Experience supervising others and providing constructive feedback

• Capable of working independently and exercising sound judgment in tax-related matters

The compensation range for this role is $21.50 to $42.00 Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.