Teams at Baker Tilly US

Prepare and review US corporate and partnership tax returns, verify assessments, perform technical research and tax planning, correspond with clients and authorities, manage client accounts, assist managers and partners with tax initiatives, mentor junior staff, and ensure timely completion of filings.

Lead Canadian tax compliance, provision, and advisory engagements; build senior client relationships; review complex corporate, partnership, and trust tax returns; approve technical research and planning; mentor and coach staff; identify client service opportunities and manage multiple priorities in a fast-paced environment.

Lead tax advisory for high-net-worth families and family offices, delivering advanced Canadian tax planning across personal, corporate, trust, and estate matters; collaborate with financial planners; support succession, reorganizations, and intergenerational transfer; review compliance for Wealth & Family Office clients; build client relationships and mentor team members.