Summer 2024 Unclaimed Property Tax Associate

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. 

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. 

Are you looking for a role to launch your business career?

Do you want to work with privately held and publicly traded companies in all industries?

As an Unclaimed Property Associate at Baker Tilly (BT), you will assist both Fortune 500 and middle market clients across industries with their state Unclaimed Property reporting requirements and related consulting needs (e.g., audit defense, voluntary disclosures, policies and procedures, etc.). Unclaimed Property Associates will learn, through our on-the-job training, to apply their accounting, technology, written and oral communication skills to become a Value Architect delivering advisory and compliance services to clients.  As one of the fastest growing firms in the nation, BT offers you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if you:

• Desire to become a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges.
• Want to work for a leading CPA advisory firm whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions.
• Value your development and want to work for a firm that provides a great work environment (ask us about My Time Off, My Development and Dress for Your Day!).
• Want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow. 

You will have the opportunity to:

• Be a trusted member of a national practice providing various advisory services, including:
  • Organization and management of client data and documents.
  • Detailed reviews of client records (e.g., accounting documents, procedures, etc.) to identify areas of potential Unclaimed Property noncompliance.
  • Interviews of client accounting and operational personnel.
  • Identification of client’s potential Unclaimed Property exposure:
    • Development of strategic plans to limit client’s potential exposure,
    • Presentation of suggestions to clients to reduce potential exposure,
    • Creation of models to calculate potential exposure.
  • Assistance with the management of clients’ state Unclaimed Property audits and voluntary disclosure agreements.
  • Support for drafting technical written memorandums.
  • Interaction with clients, outside legal counsel, and state Unclaimed Property representatives.
  • Preparation and filing of annual Unclaimed Property reports to multiple jurisdictions.

Successful candidates willhave:

• Bachelor’s or master's degree in accounting or law, or a related degree in business, with sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
• Outstanding academic performance required, with a preferred GPA of 3.0 or above
• Relevant internship, work experience and/or involvement with a professional organization
• The abilityto work effectively in a team environment with all levels of client personnel
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Organizational and analytical skills, initiative, adaptability
• Proficiencywith Microsoft programs (Word, Excel, PowerPoint, etc.)

• There is currently no immigration sponsorship available for this position