Baker Tilly US US | State & Local Tax, Experienced Associate (SALT)

What you’ll do

• Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
• As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow, and effectively manage their multistate income and franchise tax obligations.
• You want to continue to expand your leadership experiences and hone your technical and consulting skills as a comprehensive SALT professional with opportunities spanning state income and franchise tax compliance and consulting, nexus, sales sourcing, apportionment, tax research, ruling requests, process review, reverse audits, voluntary disclosures, credits & incentives, and other multistate tax matters.
• Build, review, and analyze state income tax compliance workpapers including apportionment calculations, state-specific modifications, pass-through entity tax calculations, and alternative planning considerations.
• Perform initial quality reviews of state income and franchise tax returns and related workpapers, identifying technical issues, inconsistencies, filing considerations, and opportunities before finalization.
• Research state tax issues including nexus determinations, apportionment, taxability analyses, filing requirements, and quantification of potential liabilities.
• Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects.
• Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships, and LLCs.
• Assist in maintaining active communication with clients, make recommendations for business and process improvements, manage expectations, and identify opportunities to enhance client value.
• Assist with managing client engagement staffing, scheduling, billings and collections while helping ensure client profitability targets and engagement deadlines are met.
• Help counsel clients on state and local tax controversies, including performing research, drafting client correspondence, preparing ruling requests, and providing guidance in defending against audits.

Preferred qualifications

• One (1)+ year(s) experience in state and local tax, professional services firm experience preferred.
• Strong working knowledge of multistate income and franchise tax concepts, including nexus, state modifications, apportionment, and sourcing methodologies.
• Experience reviewing the work of associates and/or senior associates and providing coaching and technical guidance.
• Experience with tax compliance software such as CCH Axcess Tax and Thomson Reuters GoSystem Tax RS is a plus.
• Ability to lead and supervise others, provide exceptional client service, and effectively manage multiple engagements and deadlines.
• Ability to see the "big picture" while maintaining strong attention to detail, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.

Baker Tilly US, LLP

The firm's roots in the United States go back to 1931, when it began as Virchow, Krause & Company, and the current partnership was organised in 1953. It joined Baker Tilly International in 1999 and took the Baker Tilly name in 2009. It has since grown through mergers with ParenteBeard in 2014 and Squar Milner in 2020, among others. Baker Tilly provides audit and assurance, tax, and advisory services, with a CPA firm handling attest work and a separate advisory group handling tax and consulting.

• Industry: Accounting, tax, assurance and advisory services, including managed accounting services
• Headquarters: Chicago, Illinois, United States (U.S. member firm of Baker Tilly International)