Overview

BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory’s ultimate parent entity, Baker Tilly US, LLP, is an independent member 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.

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.

To be added to all ET through Experienced requisitions 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

• Advise clients on individual tax matters with expertise across Forms 1040, 1041, 990, and 5500.

• Define engagement scope, objectives, and methodologies while collaborating closely with clients to understand business and tax needs.

• Oversee the calculation, analysis, and delivery of tax planning strategies and recommendations.

• Manage and review preparation of individual tax returns, estimated payments, and extensions while ensuring compliance with U.S. tax regulations.

• Monitor, interpret, and apply tax laws and regulatory updates relevant to client engagements.

• Utilize tax technologies and tools such as CCH Axcess and SurePrep to support efficient engagement delivery.

• Support business entity tax compliance activities across multiple engagements.

• Build and maintain strong client relationships through proactive communication, networking, and business development initiatives.

• Lead, mentor, and supervise Tax Seniors and Staff through coaching, collaboration, and performance guidance.

• Identify opportunities for process improvements and contribute to operational efficiency initiatives.

• Manage multiple client engagements and priorities while ensuring timely and high-quality service delivery.

Qualifications

• Bachelor’s or Master’s degree in Accounting or related field required. EA / CPA/ CA Mandatory.

• Minimum 5 years of experience in U.S. Taxation required.

• Previous experience within a public accounting or professional services environment preferred.

• Strong expertise in individual taxation including Forms 1040, 1041, 990, and 5500.

• Minimum 2 years of experience leading, supervising, or mentoring team members.

• Experience supporting large, multi-state, or internationally active middle-market clients preferred.

• Strong analytical, organizational, and problem-solving skills.

• Excellent verbal, written, and interpersonal communication abilities.

• Strong project management skills with the ability to manage multiple engagements and deadlines effectively.

• Ability to work effectively both independently and within collaborative team environments.

• Flexibility to support overtime and travel requirements as needed.

Why Join Us

Join a Tax team that supports a diverse client portfolio including middle-market businesses, not-for-profit organizations, and high-net-worth individuals across a broad range of tax engagements. The team offers strong exposure to technical tax work, client collaboration, and evolving regulatory environments, creating opportunities to build deep tax expertise, ownership, and long-term career growth in a dynamic and supportive setting.

You’ll be part of a supportive, collaborative team where people share knowledge and take pride in doing meaningful work together. This role offers exposure to a diverse client base, helping you build well-rounded experience while working with modern tools and evolving practices. You’ll be encouraged to grow, take initiative, and shape your career in a way that aligns with your strengths and interests.