Tax Experienced Associate - Private Client Services

Baker Tilly•San Francisco, CA

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. This role is with the Private Client Services team and focuses on providing tax advisory and compliance services to private clients, including individuals and closely held businesses. The firm emphasizes upward career trajectory, flexibility, and meaningful client and team relationships. The role involves being a valued business advisor and working with clients to find creative solutions to complex accounting and business challenges. The firm is described as a leading CPA advisory firm serving middle market clients with transparent decision-making and a focus on employee development through structured programs like My Time Off, My Development, and Dress for Your Day.

Requirements

Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered.
CPA, EA or JD license preferred.
One (1)+ year(s) of experience providing federal tax compliance and consulting services in a public accounting firm preferred.
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.

Responsibilities

Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.
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 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.