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Senior Tax Associate - Asset Management
Senior Tax Associate - Asset Management-June 2024
New York
Jun 15, 2025
About Senior Tax Associate - Asset Management

  Overview

  Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage 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 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.

  Please discuss the work location status with your Baker Tilly 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.

  Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly US, LLP, 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.

  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 thriveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou 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 tomorrow

  What 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 multinationalParticipate on special projects in various areas of flow through and corporate taxation, and implications to owners Assist in the preparation of hedge fund investment partnership, private equity partnership and management company partner allocations and K-1 information Develop recommendations for the client to consider and share with leadership to discuss and strategizeCommunicate 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 areasLearn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programsUtilize your entrepreneurial skills to network and build strong relationships internally and with your clientsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balance

  Qualifications

  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 consideredCPA or JD license preferredTwo (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 companiesDemonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solvingStrong leadership, project management, organizational and analytical skills, initiative, adaptabilityMicrosoft Suite skillsHighly developed software and Microsoft Suite skillsEligibility to work in the U.S. without sponsorship preferred

  Additional Information

  For California, Colorado, New York and Washington, the compensation range for this role is $72,180 to $124,660. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-HP1

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