Overview

Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members 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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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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.

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Job Description:

Responsibilities

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior Sales/Use Associate to join our growing State & Local Tax (SALT) practice in Texas!

Our SALT practice is made up of 40 professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.

The Sales and Use Tax Senior Consultant’s primary responsibilities are to identify Sales and Use tax savings opportunities for multi-state clients and direct staff in day to-day operations. The incumbent will be meeting with clients and/or taxing authorities, preparing correspondence, researching issues, completing data reconciliations, making taxability decisions and preparing tax authority filings. Some travel required (up to 30%).

Duties and Responsibilities

• Reviews and finalizes staff’s audit/refund tax decisions

• Reviews client data for tax savings opportunities

• Assists Manager in mentoring staff and managing staff workload

• Drafts filings, such as petitions for redetermination, refund claims, and various other administrative replies

• Responds to client inquiries and prepares documentation requests from state agencies

• Reconciles tax returns with client data

• Travels to client locations to gather and copy tax returns, invoices, purchase orders, and other documentation to use in audit/refund process

• Other duties as assigned

Typical Decisions and/or Recommendations

• Secondary review of tax decisions on invoices

• Completion of sales tax research for client issues in different states

• Staff time allocations on sales tax projects

Supervision Given and/or Received

• Delegation of project work to staff

• Initial person for staff to address project issues/concerns

• Mentoring, training, and/or developing staff

• Delegation of projects from Manager

• Manager will have final review of audit/refund schedules and other documents prepared by Senior Consultant

• Responsible for completing all assigned tasks with minimal manager oversight and be able to meet deadlines

Education and Experience

• Bachelor’s Degree required in Accounting/Finance

• At least two years of experience in Sales Tax Consulting positions

Knowledge and Skills

• Proficient in Access

• Demonstrates knowledge of basic tax research

• Experience in conducting tax audits and reverse tax audits

• Ability to analyze raw data to reconcile trial balances and sales and use tax returns

The compensation range for this role is $74,660 to $141,560. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location