Tax Experienced Associate - Private Wealth/Private Client Services

About the Firm

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. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients, while 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.

About the Role

This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. As one of the fastest growing firms in the nation, Baker Tilly offers upward career trajectory, flexibility in how and where you work, and meaningful relationships with clients, teammates, and leadership who care about your development. You will enjoy this role if you are looking to build your career in the private wealth/private client services space, becoming an industry expert to the clients you serve, and working as a trusted business advisor to find creative solutions to complex challenges.

Responsibilities

• 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, 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.
• Engage in social activities and team outings that encourage work-life balance.

Requirements

• 4-year degree required.
• Eligibility to obtain CPA, Law License, or Enrolled Agent certification 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

• 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

Actual compensation is influenced by skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.