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 partnership, corporate, individual, trust, and estate tax matters across a variety of engagements and industries.

• Serve as the primary engagement leader responsible for client management, billing, realization, and collections activities.

• Define engagement scope, objectives, and methodologies while collaborating closely with client leadership to identify tax planning and advisory opportunities.

• Lead and perform final reviews of federal, state, local, foreign, corporate, partnership, and individual tax returns, estimated payments, and extensions.

• Monitor, interpret, and apply U.S. tax laws and regulations to support accurate and compliant tax filings.

• Provide technical leadership on complex tax matters and support resolution of engagement-related issues.

• Leverage technology, tools, and available resources to improve engagement quality, efficiency, and service delivery.

• Mentor, coach, and develop Managers, Seniors, and Staff across technical tax knowledge, client management, and engagement execution.

• Support business development activities including networking, client expansion, and new business opportunities.

• Build and maintain strong client relationships through proactive communication and trusted advisory support.

• Manage multiple client engagements and priorities while ensuring high-quality deliverables and timely execution.

Qualifications

• Bachelor’s or Master’s degree in Accounting or related field required; EA Certification Mandate.

• CPA (US) or CA (ICAI) certification preferred.

• Minimum 10 years of experience in U.S. Taxation required.

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

• Strong knowledge of partnership, corporate and individual taxation.

• Minimum 4 years of experience leading, mentoring, and developing team members.

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

• Strong business development and client relationship management skills.

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

• Excellent verbal, written, and interpersonal communication skills.

• Proven ability to manage multiple engagements, priorities, and deadlines effectively.

• Flexibility to travel as needed for client and business requirements.

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.