Tax Experienced Associate - Private Wealth/Private Client Services
About The Position
Baker Tilly is a leading advisory, tax and assurance firm. This role is for a Tax Experienced Associate in Private Client Services/Private Wealth. It's an opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. The firm offers upward career trajectory, flexibility in work location, and meaningful relationships. The role involves providing tax compliance and consulting services to industry-specific clients, including S-corporations, partnerships, HNW and Ultra-HNW individuals and corporations. Responsibilities include participating in tax research, drafting IRS responses, assisting with special projects, developing client recommendations, collaborating with specialty tax practices, and utilizing networking and relationship-building skills. The firm emphasizes work-life balance through friendships, social activities, and team outings.
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 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
- No immigration sponsorship available for this position
Responsibilities
- Provide tax compliance and advisory services to S-corporations, partnerships, HNW and Ultra-HNW individuals and corporations ranging from small to middle market
- 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
- 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, 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
- Enjoy friendships, social activities and team outings that encourage a work-life balance
Benefits
- My Time Off
- My Development
- Dress for Your Day
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
