tax advisor

SAVANT

<div><div><div>We are seeking a <b>Senior Tax Strategy Advisor</b> to join our growing Tax Strategy team and support high-net-worth clients across the West Coast!<br>
<br>
As a <b>Senior Tax Strategy Advisor</b>, you'll work alongside a collaborative team of advisors and specialists to create sophisticated tax strategies for high-net-worth clients while serving as a trusted partner on some of the firm's most complex relationships. This is an opportunity to do your best work, continue growing your expertise, and make a lasting impact in a firm that values collaboration, innovation, and long-term client success.</div></div><div><div>
The <b>Senior Tax Strategy Advisor</b> provides advanced tax planning and advisory services to high-net-worth individuals, families, and business owners with complex financial needs. This role develops and reviews sophisticated tax strategies, identifies planning opportunities, and reviews complex income tax returns while serving as a trusted resource to clients and internal teams. In partnership with advisors and planning specialists, you'll help deliver integrated, client-centered wealth management solutions that create meaningful long-term value.</div></div><p>
</p><div><div><b>The Senior Tax Strategy Advisor can expect to focus in the following areas:</b></div></div><ul><li><div>
Develop and implement proactive tax planning strategies for high-net-worth clients and business owners, aligning recommendations with overall financial goals. (Typically, clients with AUM of $10M+)</div></li><li><div>
Review tax planning strategies and estimates, providing actionable insights for complex client scenarios.</div></li><li><div>
Research and analyze complex tax transactions and topics, communicating findings and recommendations clearly to clients and internal teams.</div></li><li><div>
Manage assigned client relationships, tax projects, and workflow during tax season, ensuring timely and accurate deliverables.</div></li><li><div>
Provide subject-matter tax expertise to clients, advisors, and firm leadership to support integrated wealth management solutions.</div></li><li><div>
Review and signing of complex individual, trust, partnership, foundation and corporate tax returns, ensuring accuracy and compliance, as required. Responsible for coordination, review and delivery of multi-family, multi-tax return groups (i.e., parents, children, trusts, and other entities) and ensuring a concierge experience for our highest net worth clients.</div></li><li><div>
Deliver finalized tax return packages to clients, as needed.</div></li><li><div>
Analyze IRS and state notices, preparing or reviewing responses as needed. Work directly with taxing authorities on resolving client tax issues.</div></li><li><div>
Contribute to the review and enhancement of internal policies and procedures for a fully integrated tax strategy practice.</div></li><li><div>
Provide subject matter for educational and promotional materials, such as presentations, articles, and marketing content.</div></li><li><div>
Present tax concepts to advisors, clients, prospects, and centers of influence (COIs) at events and workshops.</div></li><li><div>
Serve as a mentor and role model for tax and planning team members, fostering a collaborative and growth-oriented environment.</div></li><li><div>
Assist in training and developing staff through hands-on guidance and interactive team engagement.</div></li><li><div>
Offer feedback on training programs for new tax team members and advisors.</div></li><li><div>
Maintain a team-first mindset by assisting colleagues and stepping in when needed.</div></li><li><div>
Perform additional duties as assigned to support client service and firm objectives.</div></li></ul><p>
</p><div><div><b>The Senior Tax Strategy Advisor position typically requires the following qualifications:</b></div></div><div><div><b>
Education</b></div></div><ul><li><div>
Bachelor&rsquo;s degree in Accounting, Finance or Business Administration from an accredited college or university (required)</div></li><li><div>
Active CPA license or Enrolled Agent (EA) designation (required)</div></li><li><div>
Master&rsquo;s in Taxation a plus</div></li><li><div>
Certified Financial Planner&trade; certification or Personal Financial Specialist (PFSTM) credential (required within 1 year of employment)</div></li></ul><div><div><b>
Experience</b></div></div><ul><li><div>
10+ years of experience in comprehensive tax and financial planning, including work with high-net-worth clients</div></li><li><div>
Proven client-facing experience in tax planning and advisory roles</div></li><li><div>
Experience with tax planning software (BNA, Planner CS, Holistiplan)</div></li><li><div>
Familiarity with online and print tax research resources</div></li><li><div>
Familiarity with Thomson Reuters UltraTax, GoFileRoom, and Practice CS a plus</div></li></ul><div><div><b>
Skills</b></div></div><ul><li><div>
Advanced tax planning expertise and business acumen</div></li><li><div>
Strong analytical, organizational, and problem-solving abilities</div></li><li><div>
Excellent written, verbal, and interpersonal communication skills</div></li><li><div>
Exceptional attention to detail and accuracy</div></li><li><div>
Client-focused with a commitment to outstanding service</div></li><li><div>
Collaborative, relationship-oriented team player</div></li><li><div>
Proficient in Microsoft Office (Word, Excel, and Outlook)</div></li></ul><p>
</p><div><div><b>What Sets Savant Apart</b></div></div><ul><li><div>
Collaborative, integrated model across advisory, tax, and planning&mdash;no silos</div></li><li><div>
Growth-oriented firm, offering meaningful opportunities for career development and long-term impact</div></li><li><div>
Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership</div></li><li><div>
Majority employee-owned, giving our team a shared stake in our long-term success</div></li></ul><p>
</p><div><div><b>Our Total Rewards</b></div></div><p>
</p><div><div>At Savant, we invest in our people&mdash;supporting both their well-being and long-term growth.</div></div><p>
</p><div><div>We take a market-based approach to compensation. The expected base salary range for this role in the Fullerton, CA area is <b>$158,000 - $205,000</b> with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.</div></div><p>
</p><div><div><i>Core Benefits (Effective Day One):</i></div></div><p>
</p><ul><li><div>Medical, dental, and vision coverage with multiple plan options</div></li><li><div>
Health Savings Account (HSA) or Flexible Spending Account (FSA)</div></li><li><div>
Company-paid life insurance, AD&amp;D, and disability coverage</div></li></ul><p>
</p><div><div><i>Financial &amp; Long-Term Rewards:</i></div></div><p>
</p><ul><li><div>401(k) with company match (Roth and Traditional options)</div></li><li><div>
Team-based incentive opportunities and recognition programs</div></li></ul><p>
</p><div><div><i>Time Away &amp; Flexibility:</i></div></div><p>
</p><ul><li><div>Generous paid time off, plus at least 10 paid holidays</div></li><li><div>
Annual &ldquo;Savantiversary&rdquo; day</div></li><li><div>
Summer Hours (shorter work weeks during the summer)</div></li><li><div>
Parental leave, personal leave, and other life-event support</div></li></ul><p>
</p><div><div><i>Well-Being &amp; Everyday Perks:</i></div></div><p>
</p><ul><li><div>Employee Assistance Program (EAP)</div></li><li><div>
Wellness reimbursements (e.g., gym memberships)</div></li><li><div>
Flexible &ldquo;Dress for Your Day&rdquo; approach</div></li></ul><p>
</p><div><div>We&rsquo;re happy to share more details about our benefits and total rewards during the hiring process.</div></div><p>
</p><p></p><div><div><b>Take your career to new heights, apply today!</b></div></div><p>
</p><p></p><div><div>All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.</div></div><p>
</p><p></p><div><div>We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.</div></div><p>
</p><p></p><div><div><i>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.</i></div></div><p>
</p><p></p><div><div><b><i>Savant Capital LLC, is an Equal Opportunity Employer</i></b></div></div></div><div></div>

Senior Tax Strategy Advisor

Heritage Wealth Advisors

<div><p><b>Position: </b>Wealth Advisor</p><p><b>
Location: </b>Richmond, VA &amp; Charlottesville, VA</p><p><b>
Reports To: </b>Director of Financial Planning &amp; Tax</p><p><b>
Department: </b>Financial Planning and Tax</p><p><b>
Status: </b>Full-Time | Hybrid Work Environment</p><p></p><p><b><br>
FIRM OVERVIEW</b></p><p>
Heritage Wealth Advisors is an independently owned Registered Investment Advisor (RIA) that specializes as a multi-family office serving ultra-high-net-worth families, individuals, and institutions. We are dedicated to protecting, growing, and sustaining wealth across generations through deeply personalized, long-term strategies. Our comprehensive services span six financial pillars: Family Office, Financial Planning, Investment Management, Tax Planning, Philanthropy, and Institutions.</p><p>
Founded in 2005, Heritage is rooted in enduring relationships and guided by a multi-generational mindset. With offices in Richmond, VA, Charlottesville, VA, and Pittsburgh, PA, we deliver thoughtful guidance and fiduciary care through every phase of life and legacy.</p><p></p><p><b><br>
ROLE SUMMARY</b></p><p>
The Wealth Advisor serves as a pivotal client-facing role, advancing Heritage&rsquo;s integrated advisory platform. This position is responsible for delivering holistic financial guidance encompassing relationship management, strategic planning, investment oversight, and tax coordination, ensuring clients receive tailored solutions that reflect their long-term objectives.</p><p>
This is a client-facing role for someone who can combine technical planning expertise, thoughtful relationship management, and strong execution. The Wealth Advisor partners closely with internal teams and external professionals to coordinate planning, tax, investment, and family office deliverables while ensuring client requests are handled with clarity, urgency, and care.</p><p>
The ideal candidate will bring sound judgment, strong communication habits, and a commitment to Heritage&rsquo;s collaborative service model. This role reports to the Director of Financial Planning &amp; Tax and will be based in our Richmond office, with regular partnership across Heritage&rsquo;s broader advisory, investment, operations, tax, and philanthropy teams.</p><p></p><p><b><br>
WHO WILL THRIVE HERE</b></p><p>
You:</p><ul><li>
Build trust through responsiveness, follow-through, and clear communication with clients and teammates.</li><li>
Enjoy complex planning work and can translate technical details into practical, client-centered guidance.</li><li>
Take ownership of client requests while knowing when to collaborate, delegate, or escalate.</li><li>
Bring a calm, professional presence and handle sensitive family, financial, and tax matters with discretion and sound judgment.</li><li>
Value continuous improvement and are comfortable learning new tools, workflows, and technology-enabled ways of working.</li></ul><p><b>
RESPONSIBILITIES</b></p><p><i>
Financial Planning, Tax and Client Service</i></p><ul><li>
Serve as the primary advisor for assigned client relationships and as a supporting advisor for more complex Family Office relationships.</li><li>
Act as a first line of response for client requests by resolving items directly or coordinating with the appropriate team member and monitoring through completion.</li><li>
Establish and maintain regular client communication and meeting rhythms based on client needs, service expectations, and advisor judgment.</li><li>
Prepare for, lead, and participate in client meetings; ensure thoughtful follow-through and thorough documentation of client interactions in the CRM.</li><li>
Partner with Operations to support smooth onboarding, paperwork completion, account maintenance, and timely processing.</li><li>
Deliver comprehensive planning support across financial planning, tax preparation and projections, investment coordination, estate planning review, and family office services, as applicable.</li><li>
Review estate planning documents and coordinate with external estate attorneys and other professional advisors to align planning recommendations and next steps.</li><li>
Engage with clients&rsquo; broader professional teams, including attorneys, CPAs, business managers, boards, and other advisors.</li><li>
Act on behalf of clients in interactions with external third parties, including government agencies and service providers, when appropriate.</li><li>
Support family office work such as bookkeeping review, reporting packages, trust distribution schedules, ILIT Crummey notices, loan tracking, and bill pay coordination, where applicable.</li><li>
Prepare a range of tax forms and returns, including W-2s, 1099s, 1040s, 1041s, 1065s, 990s, and 709s; the expectation is to prepare, not sign.</li><li>
Maintain up-to-date balance sheets and cash flow projections using Tamarac Advisor View and eMoney.</li><li>
Coordinate with other Heritage disciplines, including Investment Advisory, Philanthropy, and Operations, to deliver an integrated client experience.</li><li>
Demonstrate commitment to clients by staying informed about their priorities, interests, and causes that matter to them.</li></ul><p></p><p><i><br>
Apprenticeship &amp; Collaboration</i></p><ul><li>
Escalate internal or client-facing issues early to the Relationship Director and Director of Financial Planning &amp; Tax with clear context and proposed next steps.</li><li>
Partner with Relationship Directors and senior advisors to leverage historical client knowledge and maintain continuity in long-standing relationships.</li><li>
Collaborate across client teams to keep information flowing, align priorities, and deliver a consistent client experience.</li><li>
Train, educate, and supervise associates as appropriate, helping them understand client situations, service expectations, systems, and processes.</li><li>
Contribute to knowledge sharing across the firm, particularly in the ultra-high-net-worth and multi-family office space.</li><li>
Experiment with new technology, including AI-enabled tools, to improve accuracy, speed, and consistency while maintaining confidentiality and quality standards.</li><li>
Serve on Heritage task forces or internal initiatives that improve firm efficiency, client experience, quality, and growth.</li></ul><p></p><p><i><br>
Professional &amp; Community Engagement</i></p><ul><li>
Network with peers and professionals in the Richmond market and broader advisory community.</li><li>
Attend firm, client, professional, and community events as appropriate.</li><li>
Engage with relevant professional organizations and maintain an active credentialing and continuing education plan.</li><li>
Identify opportunities to deepen relationships, strengthen Heritage&rsquo;s visibility, and support thoughtful growth.</li><li>
Serve as a Heritage ambassador in the local community by professionally representing the firm and living our values.</li></ul><p></p><p><b><br>
QUALIFICATIONS</b></p><ul><li>
Bachelor&rsquo;s degree required, preferably in finance, accounting, economics, business, or a related field.</li><li>
CFP, CPA, or EA designation required</li><li>
5+ years of relevant experience in financial planning, tax, investment advisory, family office, or a related client advisory role.</li><li>
Demonstrates ability to manage client relationships, communicate clearly, and coordinate complex deliverables across internal and external teams.</li><li>
Strong analytical and problem-solving skills with the ability to synthesize information and develop practical recommendations.</li><li>
Client-focused mindset, sound judgment, and discretion when handling sensitive family, financial, tax, and estate planning matters.</li><li>
Strong attention to detail, organization, and follow-through, with the ability to balance quality and pace across multiple client priorities.</li><li>
Proficiency with Microsoft Office, Adobe Acrobat, and core planning or CRM tools; willingness to learn new systems and technology-enabled workflows.</li><li>
Demonstrated alignment with Heritage Core Values:<ul><li><b>
Collaboration -</b> Partners across teams to share information, align priorities, and deliver consistently.</li><li><b>
Intellectual Curiosity -</b> Learns continuously, seeks better ways of working, and stays current in a complex industry.</li><li><b>
Integrity -</b> Exercises sound judgment and discretion with confidential matters.</li><li><b>
Passion -</b> Brings energy and commitment to helping clients achieve their goals.</li></ul></li></ul><p></p><p><b><br>
COMPENSATION &amp; BENEFITS</b></p><ul><li>
Competitive salary and bonus potential, based on experience and performance.</li><li>
Comprehensive benefits package, including medical, dental, vision, life, AD&amp;D, and disability insurance.</li><li>
401(k) with profit sharing.</li><li>
Partial and/or full financial support for professional development, including certification programs and continuing education, and leadership training.</li><li>
Paid time off (vacation, sick leave, holidays) with flexible scheduling and hybrid/remote work options.</li><li>
Parental leave and family leave policies.</li><li>
Access to firm resources, internal planning services, and networking / thought leadership events.</li></ul></div>

Wealth Advisor

Baker Tilly Canada

<div><h1 class="jobSectionHeader"><b>Overview</b></h1><p></p><p>
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&rsquo;s leading financial centers &ndash; 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.</p><p>
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.</p><p></p><p>
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.</p><p></p><p><i>
Baker Tilly is an equal </i><i>opportunity/affirmative</i><i> 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.</i></p><p></p><p><i>
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 (&quot;search firm&quot;) 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.</i></p><p></p><h1 class="jobSectionHeader"><b>
Job Description:</b><br>
</h1><h1 class="jobSectionHeader"><b>
Responsibilities</b></h1><p><br>
Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the &quot;go to&quot; tax expert?<br>
<br>
Are you inspired to lead a practice, lead people and make a difference for your clients?<br>
<br>
If yes, consider joining Baker Tilly (BT) as a Tax Principal focused on growing the Houston market! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm&rsquo;s success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.<br>
You will enjoy this role if:</p><ul><li><p>
You are an expert in tax and know the Houston market and want to make an impact to help grow this area</p></li><li><p>
You want to work for a leading CPA advisory firm which is growing, growth means more opportunity</p></li><li><p>
You are passionate about contributing to your team&rsquo;s professional growth and your continued development, creating endless opportunities now, for tomorrow</p></li></ul><p><br>
What you will do:</p><ul><li><p>
Be a trusted leader of Baker Tilly&rsquo;s tax services providing federal tax compliance and consulting services to commercial clients positively impacting your clients through:</p></li><li><p>
Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinational</p></li><li><p>
Consulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740</p></li><li><p>
Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration</p></li><li><p>
Coordinating 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 areas</p></li><li><p>
Overseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates</p></li><li><p>
Providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives</p></li><li><p>
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met</p></li><li><p>
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firm</p></li><li><p>
Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging</p></li><li><p>
Invest in your professional development individually and through participation in firm wide learning and development programs</p></li><li><p>
Support the growth and development of team members helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team members</p></li><li><p>
Demonstrate leadership, initiative, excellent team skills, and high ethical standards</p></li><li><p>
Represents the firm at key community events, firm functions, and other meetings</p></li></ul><h2 class="jobSectionHeader"><b><br>
Qualifications</b></h2><p></p><ul><li><p>
Bachelor's Degree required, Masters or advanced degree desirable</p></li><li><p>
CPA or JD required</p></li><li><p>
Fifteen (15)+ years&rsquo; experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is considered</p></li><li><p>
Five (5)+ years&rsquo; of supervisory experience, mentoring and counseling associates</p></li><li><p>
Demonstrated management, analytical, organization, interpersonal, project management, communication skills</p></li><li><p>
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the &quot;big picture&quot; as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects</p></li><li><p>
Highly developed software and Microsoft Suite skills</p></li></ul></div><p></p>

Tax Principal

<div><h1 class="jobSectionHeader"><b>Overview</b></h1><p></p><p>
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&rsquo;s leading financial centers &ndash; 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.</p><p>
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.</p><p></p><p>
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.</p><p></p><p><i>
Baker Tilly is an equal </i><i>opportunity/affirmative</i><i> 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.</i></p><p></p><p><i>
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 (&quot;search firm&quot;) 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.</i></p><p></p><h1 class="jobSectionHeader"><b>
Job Description:</b><br>
</h1><h1 class="jobSectionHeader"><b>
Federal Tax</b></h1><p></p><h2 class="jobSectionHeader"><b>
Responsibilities</b></h2><p><br>
Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the &quot;go to&quot; tax expert?<br>
<br>
Are you inspired to lead a practice, lead people and make a difference for your clients?<br>
<br>
If yes, consider joining Baker Tilly (BT) as a Tax Principal focused on growing the Houston market! Be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm&rsquo;s success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.<br>
You will enjoy this role if:</p><ul><li><p>
You are an expert in tax and know the Houston market and want to make an impact to help grow this area</p></li><li><p>
You want to work for a leading CPA advisory firm which is growing, growth means more opportunity</p></li><li><p>
You are passionate about contributing to your team&rsquo;s professional growth and your continued development, creating endless opportunities now, for tomorrow</p></li></ul><p><br>
What you will do:</p><ul><li><p>
Be a trusted leader of Baker Tilly&rsquo;s tax services providing federal tax compliance and consulting services to commercial clients positively impacting your clients through:</p></li><li><p>
Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinational</p></li><li><p>
Consulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740</p></li><li><p>
Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration</p></li><li><p>
Coordinating 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 areas</p></li><li><p>
Overseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates</p></li><li><p>
Providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives</p></li><li><p>
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met</p></li><li><p>
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firm</p></li><li><p>
Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging</p></li><li><p>
Invest in your professional development individually and through participation in firm wide learning and development programs</p></li><li><p>
Support the growth and development of team members helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team members</p></li><li><p>
Demonstrate leadership, initiative, excellent team skills, and high ethical standards</p></li><li><p>
Represents the firm at key community events, firm functions, and other meetings</p></li></ul><h2 class="jobSectionHeader"><b><br>
Qualifications</b></h2><p></p><ul><li><p>
Bachelor's Degree required, Masters or advanced degree desirable</p></li><li><p>
CPA or JD required</p></li><li><p>
Fifteen (15)+ years&rsquo; experience providing federal tax compliance and consulting services in a professional services firm, relevant industry experience is considered</p></li><li><p>
Five (5)+ years&rsquo; of supervisory experience, mentoring and counseling associates</p></li><li><p>
Demonstrated management, analytical, organization, interpersonal, project management, communication skills</p></li><li><p>
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the &quot;big picture&quot; as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects</p></li><li><p>
Highly developed software and Microsoft Suite skills</p></li></ul></div><p></p>

<div><h1 class="jobSectionHeader"><b>Overview</b></h1><p></p><p>
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&rsquo;s leading financial centers &ndash; 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.</p><p>
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.</p><p></p><p>
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.</p><p></p><p><i>
Baker Tilly is an equal </i><i>opportunity/affirmative</i><i> 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.</i></p><p></p><p><i>
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 (&quot;search firm&quot;) 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.</i></p><p></p><h1 class="jobSectionHeader"><b>
Job Description:</b><br>
</h1><h1 class="jobSectionHeader"><b>
Tax Principal - Private Equity Fund Level</b></h1><h2 class="jobSectionHeader"><b>
Responsibilities</b></h2><p></p><p>
Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US?</p><p></p><p>
Are you inspired to lead a practice, lead people and make a difference for your clients?
</p><p></p><p>If yes, consider joining Baker Tilly (BT) as a Tax Principal in our Private Equity Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to Private Equity firms. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm&rsquo;s success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.
</p><p></p><p>You will enjoy this role if:</p><ul><li><p>
You are an expert in tax provisioning, tax compliance and tax consulting specifically with Private Equity clients, advising them on tax structure at the fund-level, as well as fund-level tax compliance work</p></li><li><p>
You want to work for a leading CPA advisory firm which is growing, growth means more opportunity</p></li><li><p>
You are passionate about contributing to your team&rsquo;s professional growth and your continued development, creating endless opportunities <i>now, for tomorrow</i></p></li></ul><p></p><p>
What you will do:</p><ul><li><p>
Be a trusted leader of Baker Tilly&rsquo;s tax services providing federal tax compliance and consulting services to Private Equity clients positively impacting your clients through:</p><ul><li><p>
Being a valued tax business advisor, leading client relationships on day-to-day tax matters with various clients ranging from middle market to multinational</p></li><li><p>
Consulting on technical matters and special projects in various areas of corporate tax including FAS 109 and FIN 48</p></li><li><p>
Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration</p></li><li><p>
Coordinating 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 areas</p></li><li><p>
Overseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates</p></li></ul></li><li><p>
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met</p></li><li><p>
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firm</p></li><li><p>
Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging</p></li><li><p>
Invest in your professional development individually and through participation in firm wide learning and development programs</p></li><li><p>
Support the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team members</p></li><li><p>
Recruit, develop, lead and retain team members, setting overall direction/strategy</p></li><li><p>
Demonstrate leadership, initiative, excellent team skills, and high ethical standards</p></li><li><p>
Represents the firm at key community events, firm functions, and other meetings</p></li></ul><h2 class="jobSectionHeader"><b>
Qualifications</b></h2><ul><li><p>
Bachelor's Degree required, Masters or advanced degree desirable</p></li><li><p>
CPA or JD required</p></li><li><p>
Fifteen (15)+ years&rsquo; experience providing tax compliance and consulting services in a professional service firm, relevant industry experience is considered</p></li><li><p>
Five (5)+ years&rsquo; of supervisory experience, mentoring and counseling associates</p></li><li><p>
Experience working with Private Equity clients structuring fund-level tax strategies</p></li><li><p>
Demonstrated management, analytical, organization, interpersonal, project management, communication skills</p></li><li><p>
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the &quot;big picture&quot; as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects</p></li><li><p>
Highly developed software and Microsoft Suite skills</p></li></ul></div>

Tax Principal - Private Equity Fund Level

Stroud & Company CPAs

<p><b>Job Summary</b><br/>We are a locally rooted public accounting firm serving individuals and closely held businesses with a mix of tax, accounting, and advisory services. With a team of fewer than 25 professionals, we offer a collaborative environment where you can work directly with clients, build technical depth across engagements, and grow into a long-term leadership role. We&rsquo;re hiring an experienced public accounting professional <b>(CPA or EA)</b> who enjoys both accounting and tax work and is motivated to grow into a trusted advisor and future firm leader. You&rsquo;ll manage and deliver client work with increasing autonomy, collaborate closely with partners and managers, and mentor staff while building technical and relationship skills.</p><p><b>Key Responsibilities</b></p><ul><li>Prepare and review federal and state tax returns for individuals, partnerships, S corporations, and C corporations (experience-based level of review).</li><li>Prepare and review bookkeeping and write-up work, including general ledger maintenance, reconciliations, and month/year-end close support.</li><li>Prepare and/or review compiled financial statements and related workpapers (as applicable to the firm&rsquo;s service mix).</li><li>Research tax and accounting issues; document conclusions and communicate recommendations clearly.</li><li>Work directly with clients to gather information, answer questions, and provide proactive guidance.</li><li>Meet with new clients and participate in firm growth initiatives.</li><li>Support tax planning and advisory projects (entity selection, estimated tax planning, extensions, and deadline management).</li><li>Coordinate workflow to meet deadlines, especially during peak periods; communicate status updates early and often.</li><li>Identify process improvements and help strengthen standard procedures in a growing, relationship-driven firm.</li><li>Mentor and review the work of staff accountants; provide coaching and feedback in real time.</li></ul><p><b>Requirements</b></p><ul><li>Bachelor&rsquo;s degree in Accounting, Finance, or a related field; CPA or EA certification is preferred.</li><li>Proven experience in public accounting role(s)</li><li>Strong working knowledge of accounting fundamentals (GAAP concepts, reconciliations, adjusting entries, financial statement relationships).</li><li>Strong working knowledge of tax compliance for individuals and closely held businesses.</li><li>Comfort working in a small-firm environment (under 25 people) where priorities can shift and teamwork is essential.</li><li>Excellent communication skills (written, verbal, and client-facing).</li><li>Ability to manage multiple engagements, meet deadlines, and maintain attention to detail.</li></ul><p><b>Preferred Qualifications (Nice to Have)</b></p><ul><li>Experience reviewing returns and/or supervising/mentoring staff.</li><li>Experience with multi-state filings, SALT considerations, and/or complex pass-through issues (basis, distributions, guaranteed payments).</li><li>Comfort with common small-business accounting platforms (QBO) and Excel</li><li>Experience with practice management and tax/accounting software (tell us what you&rsquo;ve used).</li><li>Advisory mindset&mdash;interest in helping clients make decisions, not just report results.</li><li>Demonstrated interest in long-term growth, business development, and leadership.</li></ul><p><b>What We Offer</b></p><ul><li>Clear growth path with direct exposure to firm partners, one-to-one mentorship and a genuine opportunity to develop toward leadership.</li><li>Client-facing work and varied engagements across tax, accounting, and advisory services.</li><li>Supportive team culture in a smaller firm where your work is visible and your ideas matter.</li><li>Competitive compensation, performance-based bonus opportunities, and benefits</li><li>Modern tools and a commitment to improving processes and workpapers over time.</li></ul><p><b>Schedule &amp; Work Environment</b></p><ul><li>Full-time position based in Wilmington, NC.</li><li>Busy-season hours may increase based on deadlines; we emphasize planning and communication to keep workloads manageable.</li><li>We offer the opportunity for off-season four-day weeks or other hybrid arrangements</li><li>In-office is preferred, but hybrid may be considered based on experience and firm needs.</li></ul><p>Pay: $90,000.00 - $125,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Opportunities for advancement</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Tax Accountant - CPA/EA

<div><h1 class="jobSectionHeader"><b>Overview</b></h1><p></p><p>
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&rsquo;s leading financial centers &ndash; 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.</p><p>
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.</p><p></p><p>
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.</p><p></p><p><i>
Baker Tilly is an equal </i><i>opportunity/affirmative</i><i> 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.</i></p><p></p><p><i>
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 (&quot;search firm&quot;) 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.</i></p><p></p><h1 class="jobSectionHeader"><b>
Job Description:</b><br>
</h1><h1 class="jobSectionHeader"><b>
Tax, Healthcare Services</b></h1><p></p><h2 class="jobSectionHeader"><b>
Responsibilities</b></h2><p><br>
Are you looking to join an entrepreneurial firm that is one of the fastest-growing in the US?<br>
<br>
Are you inspired to lead a practice, lead people, and make a difference for your clients?<br>
<br>
If yes, consider joining Baker Tilly (BT) as a Tax Partner in our Healthcare Services Practice! Be a valued business advisor delivering industry-focused tax advisory and compliance services to the healthcare services industry. You will work side by side with firm leadership and our associates to serve clients and build the business, directly impacting the firm&rsquo;s success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest-growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field.<br>
<br>
You will enjoy this role if:</p><ul><li><p>
You are an expert in tax provisioning, tax compliance, and tax consulting, specifically with healthcare-related clients</p></li><li><p>
You want to work for a leading CPA advisory firm that is growing, which means more opportunities</p></li><li><p>
You are passionate about contributing to your team&rsquo;s professional growth and your continued development, creating endless opportunities now, for tomorrow</p></li></ul><p><br>
What you will do:</p><ul><li><p>
Be a trusted leader of Baker Tilly&rsquo;s tax services, providing federal tax compliance and consulting services to healthcare industry clients, positively impacting your clients through:</p></li><li><p>
Being a valued tax business advisor, leading client relationships on day-to-day tax matters with various clients ranging from middle market to multinational</p></li><li><p>
Consulting on technical matters and special projects in various areas of corporate tax, including FAS 109 and FIN 48</p></li><li><p>
Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration</p></li><li><p>
Coordinating 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 areas</p></li><li><p>
Overseeing tax-planning responsibilities for federal and individual clients, reviewing complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates</p></li><li><p>
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met</p></li><li><p>
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in requests for proposals to pursue additional clients/services for the firm</p></li><li><p>
Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging</p></li><li><p>
Invest in your professional development individually and through participation in firm-wide learning and development programs</p></li><li><p>
Support the growth and development of team members, helping associates meet their professional goals, along with proactively supporting the recruitment efforts of future team members</p></li><li><p>
Recruit, develop, lead, and retain team members, setting overall direction/strategy</p></li><li><p>
Demonstrate leadership, initiative, excellent team skills, and high ethical standards</p></li><li><p>
Represents the firm at key community events, firm functions, and other meetings</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Qualifications</b></h2><p></p><ul><li><p>
Bachelor's Degree required, Masters or advanced degree desirable</p></li><li><p>
CPA or JD required</p></li><li><p>
Fifteen (15)+ years&rsquo; experience providing tax compliance and consulting services in a professional service firm, relevant industry experience is considered</p></li><li><p>
Five (5)+ years&rsquo; of supervisory experience, mentoring, and counseling associates</p></li><li><p>
Experience working with healthcare industry clients</p></li><li><p>
Demonstrated management, analytical, organization, interpersonal, project management, and communication skills</p></li><li><p>
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the &quot;big picture&quot; as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects</p></li><li><p>
Highly developed software and Microsoft Suite skills</p></li></ul></div><p></p>

Tax Principal - Healthcare Services

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