Tax Senior Associate - Asset Management

Company: Baker Tilly US, LLP
Location: Milwaukee
Posted on: September 24, 2022

Job Description:

Overview:Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.
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.
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.Responsibilities:Join Baker Tilly (BT) as a Senior Tax Associate - Asset Management! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.You'll enjoy this role if:

• You are looking for an opportunity to build your career in the Financial Services industry, continuing to expand your expertise and help Asset Management clients thrive
• You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
• You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrowWhat you will do:
  • Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients:
    • Be a valued business advisor, focusing on day to day tax matters with various clients ranging from middle market to multinational
    • Participate on special projects in various areas of flow through and corportate taxation, and implications to owners
    • Assist in the preparation of hedge fund investment partnership, private equity partnership and management company partner allocations andn K-1 information
    • Develop recommendations for the client to consider and share with leadership to discuss and strategize
    • Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
    • Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
    • Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
    • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
    • Enjoy friendships, social activities and team outings that encourage a work-life balanceQualifications:Successful candidates will have:
      • Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
      • CPA or JD license preferred
      • Two (2)+ years of experience providing tax compliance and consulting services in a public accounting firm, with experience in flow through entities (preferably hedge funds) and Asset Management companies
      • Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
      • Strong leadership, project management, organizational and analytical skills, initiative, adaptability
      • Microsoft Suite skills
      • Highly developed software and Microsoft Suite skills
      • Eligibility to work in the U.S. without sponsorship preferred

Keywords: Baker Tilly US, LLP, Milwaukee , Tax Senior Associate - Asset Management, Executive , Milwaukee, Wisconsin