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About the Role
Baker Tilly is seeking a Tax Experienced Associate in Private Client Services/Private Wealth to join their team. This role offers the opportunity to become a valued business advisor, delivering industry-focused tax advisory and compliance services to middle market clients. The firm emphasizes upward career trajectory, flexibility, and meaningful relationships.
Responsibilities
- Provide tax compliance and advisory services to S-corporations, partnerships, HNW and Ultra-HNW individuals and corporations ranging from small to middle market.
- Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries.
- Team with leaders on special projects.
- Develop recommendations for the client to consider and share with leadership to discuss and strategize.
- Communicate and team with specialty tax practices on complicated tax matters in the state and local, international, research and development along with credits and incentives areas.
- Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
- Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients.
- Enjoy friendships, social activities and team outings that encourage a work-life balance.
Requirements
- 4-year degree required.
- Eligibility to obtain CPA, Law License, or Enrolled Agent required.
- One (1) year of experience providing tax compliance and consulting services required.
- Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
- Strong leadership, project management, organizational and analytical skills, initiative, adaptability.
- Microsoft Suite skills.
- No immigration sponsorship available for this position.
Skills
- Time management
- Communication
- Interpersonal skills
- Relationship building
- Collaboration
- Problem solving
- Leadership
- Project management
- Organizational skills
- Analytical skills
- Initiative
- Adaptability
- Microsoft Suite
Location
- Santa Clara (CA)
- San Jose (CA)
- San Francisco, CA
- Walnut Creek, CA
- Rancho Cordova/Sacramento (CA)
Work Type
- Flexible work location
Experience Level
- One (1) year of experience
Education Level
- 4-year degree
- CPA
- Law License
- Enrolled Agent
Salary/Compensations
- Santa Clara (CA) & San Jose (CA): $82,990 to $108,930
- San Francisco, CA: $82,990 to $108,900
- Walnut Creek, CA: $79,800 to $104,740
- Rancho Cordova/Sacramento (CA): $73,420 to $91,770
Benefits
- Comprehensive compensation and benefits package
- My Time Off
- My Development
- Dress for Your Day
About the Company
- Baker Tilly is a leading advisory, tax and assurance firm with a genuine coast-to-coast and global advantage.
- Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure.
- Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services.
- Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services.
- Baker Tilly 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.
- Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Equal Opportunity
- 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.