Overview

BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory's ultimate parent entity, Baker Tilly US, LLP, is an independent member 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.

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.

To be added to all ET through Experienced requisitions 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:

Responsibilities:

• Analyze client tax data to identify opportunities across specialty tax domains, including State & Local Tax (SALT), R&D Tax Credits, Cost Segregation, and other specialty tax services.
• Evaluate client facts, financial information, and tax documentation to identify potential tax planning, compliance, and cross-sell opportunities.
• Translate tax practitioner expertise into structured business rules, signal logic, and decision frameworks for AI-enabled tax solutions.
• Collaborate with tax subject matter experts (SMEs), product managers, and engineering teams to define, validate, and refine tax signal models.
• Review and interpret data from tax returns, workpapers, trial balances, fixed asset registers, general ledgers, engagement files, CRM systems, and other client documentation.
• Support the design and enhancement of tax data models, ontologies, and AI-driven workflows by providing domain expertise.
• Document tax signal definitions, validation criteria, confidence levels, business rules, and escalation guidelines to ensure consistency and transparency.
• Maintain high standards of governance and quality by distinguishing verified facts from inferred tax opportunities and ensuring appropriate documentation.
• Research emerging tax regulations, industry trends, and specialty tax developments to enhance opportunity identification and analytical capabilities.
• Continuously evaluate and adopt AI tools and analytical technologies to improve tax analysis, operational efficiency, and business insights.

Qualifications:

• Bachelor's degree in accounting, Taxation, Finance, Commerce or related discipline.
• Minimum 4 years of experience in tax consulting, tax compliance, or specialty tax services such as SALT, R&D Tax Credits, Cost Segregation, or related areas.
• Strong understanding of U.S. tax concepts, client engagement processes, and specialty tax service offerings.
• Experience reviewing and interpreting tax returns, workpapers, financial statements, trial balances, fixed asset schedules, and other financial records.
• Ability to convert tax knowledge into structured business rules, decision logic, and opportunity identification frameworks.
• Working knowledge of data architecture, data modeling, tax data structures, or AI-enabled business processes, with the ability to collaborate effectively with technical teams.
• Excellent analytical, critical thinking, and problem-solving skills with the ability to simplify complex business and tax scenarios.
• Strong communication and stakeholder management skills, with the ability to bridge discussions between tax professionals, product teams, and data engineers.
• Demonstrated commitment to quality, governance, documentation, and maintaining accuracy in tax analysis and recommendations.
• Curiosity and willingness to learn emerging technologies, particularly AI and automation tools, with the ability to leverage them effectively to improve tax processes and insights.