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.
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 for an opportunity to build your career in the private wealth/private client services space, becoming an industry expert to the clients you serve
- Can see yourself as 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 that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind
- Value your development and want to work for a firm that provides autonomy to own your schedule and career through structured programs (e.g., My Time Off, My Development, Dress for Your Day)
- Want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities
Responsibilities
- 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
- Develop recommendations for clients to consider and share with leadership to discuss and strategize
- Communicate and team 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 and mentoring, as well as firm-wide learning and development programs
- Utilize your 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, initiative, 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.