Tax Experienced Associate, Private Client Services (Ultra HNW)

Baker Tilly • San Jose, CA

5d • $57,460 - $108,930

About The Position

Are you looking for a public accounting role to further launch your career? Would you like to work for a #6 CPA firm now that Baker Tilly and Moss Adams have combined to be a top mid-tier firm, and will continue to grow? As a Tax Associate at Baker Tilly (BT) for our NorCal group to specifically work in Private Client Services (PCS) for Ultra High Net Wealth clients, you will be a value architect delivering tax advisory and compliance services to clients. As one of the fastest growing firms in the nation, BT offers you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if you: Desire to become 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 whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions Value your development and want to work for a firm that provides a great work environment (ask us about My Time Off, My Development and Dress for Your Day!) Want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow

Requirements

• Bachelor’s or master's degree in accounting or law, or a related degree in business, with sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
• Outstanding academic performance required, with a preferred GPA of 3.0 or above
• Relevant internship, work experience and/or involvement with a professional organization
• The ability to work effectively in a team environment with all levels of client personnel
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Organizational and analytical skills, initiative, adaptability
• Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)
• There is currently no immigration sponsorship available for this position

Responsibilities

• Be a trusted member of the engagement team providing various tax compliance and consulting services:
• Provide tax compliance and advisory services primarily to individuals, but also to S-corporations, partnerships, individuals and corporations ranging from small closely held business to middle market firms.
• 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 in various areas of corporate and flow through taxation such as accounting methods and ASC740
• 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, high net worth, 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 your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Build friendships and strong work relationships while gaining valuable experience

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees