Sr. Specialist, State & Local Tax at Baker Tilly Advisory Group, LP in Frisco, Texas

Job Description:

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.


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 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:





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


Our SALT practice is made up of 100+ 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 Sr. Specialist, State & Local Tax, your primary responsibility will be handling fundamental accounting tasks and deliverables, collaborating within a dynamic team to ensure timely completion of client projects while maintaining a high standard of quality and accuracy client tax compliance. In addition:

• Assist in calculating and validating sales tax for various transactions in accordance with applicable tax rates and regulations.
  
  


• Manage and maintain accurate records of sales tax transactions, exemption certificates, and related documents.
  
  


• Review and process sales tax exemption certificates for eligible customers.
  
  


• Support the preparation and filing of sales tax returns with relevant tax authorities.
  
  


• Collaborate with internal teams to address sales tax-related inquiries and provide support on tax matters.
  
  


• Stay updated on changes in sales tax laws and regulations to ensure compliance.
  
  


• Participate in process improvement initiatives to enhance the efficiency and accuracy of tax processing procedures.
  
  


• Support team where needed in accomplishing client deliverables.
  
  


• Proactively communicate status of work, ask timely questions, and seek clarity from lead on client engagement when needed in order to keep work progressing.
  
  


• Working with tax compliance software to prepare returns based on provided workpapers.
  
  


• Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations.
  
  


• Promptly communicate roadblocks and inefficiencies as they arise
  
  


• Maintain and expand knowledge base of accounting principles and practices.
  
  


• Familiarize and build your knowledge of local, state, and federal practices and laws.
  
  


• Apply learning from one client engagement to the next and share learning with fellow team members where relevant.
  
  


• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager.
  
  


• Other duties and special projects as assigned
  
  

• Associate's degree, Bachelor's degree in accounting or related field preferred; Experience in lieu of a degree may be accepted.
  
  
  


• 0-2 years of sales tax reporting, billing support, preferably in a professional services environment, experience in accounting, bookkeeping, or related field preferred.
  
  


• Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially.
  
  


• Keen sense of accuracy and attention to detail and demonstrated ability to follow directions and procedures.
  
  


• Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients.
  
  


• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
  
  


• Strong adaptability and multi-tasking skills.
  
  


• Ability to learn new technology and processes quickly.
  
  


• Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate.
  
  


• A desire to work independently with clients.
  
  


• Ability to work limited overtime as needed.
  
  


• Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
  
  


• Experience in Avalara, Vertex, OneSource, NetSuite, QuickBooks, Sage Intacct, Bill.com and/or Expensify, a plus.
  
  


• Experience and knowledge working within MS Office Suite.