• Deliver a full range of tax services in compliance with applicable laws and regulations. • Provide tax planning, tax research, and review of complex income tax returns. • Manage client tax requirements and overall client relationships. • Supervise seniors and staff, helping ensure work is properly allocated and completed accurately and on time. • Serve as a technical resource for staff and assist with training, coaching, and mentorship. • Collaborate with Partners, managers, staff, and cross-functional teams to deliver high-quality client service. • Take ownership of filing deadlines, planning opportunities, and updates related to tax law changes. • Prepare tax research memorandums, client letters, and other written communications. • Support clients across tax, accounting, real estate, multi-state taxation, corporate taxation, and international matters. • Maintain the firm’s high standards of quality, accuracy, professionalism, and client service.

Role Description The State and Local Tax Indirect Tax Accounting Specialist specializes in monthly state sales and use tax compliance. Routine activities include: - Reviewing and uploading data for sales tax compliance - Preparing, filing, and remitting sales tax returns - Following up on state notices - Creating deliverables for sales tax compliance work - Occasional bookkeeping functions with reconciliation of sales tax payable accounts Familiarity with multi-state sales tax compliance is mandatory, and familiarity with basic accounting procedures is preferred. Regular interaction with clients to provide assistance and training based on client sales tax needs, as directed by the manager. Responsibilities - Obtaining, reviewing, and formatting data for monthly sales tax compliance - Uploading data into Avalara Returns for Accountants software - Preparing and filing returns, and remitting payments either manually or electronically, depending on state requirements - Escalating sales tax calculation errors to reviewer - Preparing client deliverables - Managing client filing calendars, adjusting frequency changes in systems and calendars - Reviewing state portals for notices and other alerts from the state - Identifying potential additional services to benefit current clients - Providing basic reconciliation services or accounting journal entries related to sales tax filings - Assisting with other large data wrangling needs for the State and Local tax department - Other duties as assigned Qualifications - High School diploma or G.E.D. required - Associates or Bachelor’s degree in accounting or comparable accounting and bookkeeping experience preferred - Experience with QuickBooks preferred - Must have previous knowledge and experience with multi-state sales and use tax filing practices and procedures - Previous experience with Avalara or Vertex sales tax systems is preferred but not required - Advanced knowledge of Microsoft Office applications, especially Excel and Co-pilot - Ability to maintain confidentiality of firm and client information - Data entry skills and high attention to detail - Effective oral and written communication skills - Client service oriented - Able to perform several tasks concurrently with ease and professionalism - Excellent organizational and time management skills - Ability to work well with others and learn from them - Maintain a positive attitude - Willing to adapt to continuous process improvement and changes in technology - Travel for training purposes as necessary Benefits - Health Care Plan (Medical, Dental & Vision) - Retirement Plan (401k with 3% contribution) - Life Insurance (Basic, Voluntary & AD&D) - Family Leave (Maternity, Paternity) - Short Term & Long Term Disability - Training & Development - 'Work From Anywhere' Option - Wellness Resources - Four (4) weeks PTO - Twelve (12) paid holidays, of which three (3) are floating holidays

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities • Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns • Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax • Advise and make recommendations to clients on business succession planning • Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations • Manage client engagement staffing, billings/collections, and ensure client profitability targets are met • Utilize entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

• Working with clients to procure data related to acquisition or construction and to ensure client satisfaction • Analyze construction cost ledgers, contractor payment applications, and other cost documentation and reconcile to accounting records • Perform takeoffs utilizing blueprints and perform physical site inspections • Estimate unit costs utilizing costing manuals such as RS Means and Marshall & Swift • Determine the appropriate tax life for each component of a building in accordance with IRS Regulations • Understand and utilize the tangible property regulations and the application of the regulations to various projects • Write reports and prepare schedules that support findings from analysis • Analyzing property data and real estate income and expense statements • Understanding of real estate appraisal valuation methodology and concepts • May perform administrative support functions, client communication letters, request forms, etc. • Research and report writing skills