Tax Experienced Associate - Private Wealth/Private Client Services

Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

Responsibilities

As a Tax Experienced Associate in Private Client Services/Private Wealth, you will:

• Be a trusted member of the engagement team providing various tax compliance and consulting services to industry-specific clients.
• Provide tax compliance and advisory services to S-corporations, partnerships, high-net-worth (HNW) and ultra-high-net-worth (Ultra-HNW) individuals, and corporations ranging from small to middle market.
• Participate in tax research projects on a variety of tax issues, help draft IRS responses, and address other tax authority inquiries.
• Team with leaders on special projects and develop recommendations for clients to consider.
• Communicate and collaborate with specialty tax practices on complicated tax matters in state and local, international, research and development, along with credits and incentives areas.
• Learn and grow from direct on-the-job coaching, mentoring, and 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 time management, communication, interpersonal skills, relationship building, collaboration, and problem-solving.
• Strong leadership, project management, organizational, and analytical skills, along with initiative and adaptability.
• Proficiency in Microsoft Suite.

There is currently no immigration sponsorship available for this position.

Pay

Actual compensation is influenced by skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location. The pay rate ranges for this position are:

• 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

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. Learn more about Life at Baker Tilly.