Ohio Licensed Senior Tax Associate

Job Summary

Offering a fully remote opportunity, the Ohio Licensed Senior Tax Associate will provide U.S. individual tax services, including tax preparation, planning, and consulting for Baker Tilly principals, while enjoying a limited tax busy season and a predictable work schedule.

Key responsibilities:

• Provide compliance and consulting services to BT principals
• Perform technical reviews of complex individual tax returns and supporting documentation
• Support a workload of approximately 80-85 principal engagements

Required qualifications:

• Bachelor's degree in accounting, law, or a related business field
• CPA or EA strongly preferred; CPA eligibility required
• Two or more years of experience in federal tax compliance and consulting for high-net-worth individuals
• Experience with multistate individual tax compliance, including knowledge of composite returns and pass-through entity taxation
• Proficiency in CCH Axcess, PDFlyer, and Microsoft Office Suite