Role OverviewServe as a firmwide resource for estate, gift, and trust related matters, leading a wide range of issues and projects. Must be located within 50 miles to a Baker Tilly office. You will enjoy this role if you are a strong technical specialist who enjoys learning new concepts and proactively monitoring new tax technical and procedural developments.
What You Will Do
Serve as a national technical resource, collaborating with practice leaders, subject-matter specialists, and client-facing teams to provide guidance on complex estate, gift, and trust matters. Conduct in-depth technical research and analysis of estate, gift, and trust matters. Support and/or lead engagement teams and clients with estate planning projects.
Why It Might Be a Fit
Have a visionary mindset for continually contributing to the growth, experience, and institutional knowledge. Demonstrate leadership, initiative, excellent team skills, and high ethical standards. Develop connections in the tax intelligence community, raising the public profile of Baker Tilly among our peers.
Requirements
- 4 year degree
- 12 years of professional experience
- CPA, Law License/JD, or EA required
Benefits
- 401(k) or other retirement plan
- Health insurance
- Dental insurance
- Vision insurance
- Paid time off
- Paid holidays
- Life insurance
- Disability insurance
- Flexible spending account
- Employee assistance program
- Wellness program
- Professional development opportunities
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