Tax Experienced Associate - NorCal Private Wealth/Private Client Services

Baker Tilly • San Francisco, CA

5d

About The Position

Baker Tilly is seeking a Tax Experienced Associate to join their Private Wealth/Private Client Services team in NorCal. This role involves providing tax advisory and compliance services to private clients, including individuals and closely held businesses. The firm emphasizes career growth, flexibility, and strong client and team relationships. The position offers opportunities to become an industry expert and a trusted business advisor, working face-to-face with clients to solve complex accounting and business challenges. Baker Tilly is described as a leading CPA advisory firm serving middle-market clients with a focus on client and employee well-being and transparent decision-making. The firm promotes professional development through structured programs like 'My Time Off,' 'My Development,' and 'Dress for Your Day.'

Requirements

• 4-year degree.
• One (1) year of experience providing tax compliance and consulting services.
• Demonstrated skills in time management, communication, interpersonal skills, relationship building, collaboration, and problem-solving.
• Strong leadership, project management, organizational, and analytical skills.
• Initiative and adaptability.
• Microsoft Suite skills.

Nice To Haves

• License eligible CPA, Law License, or Enrolled Agent preferred.

Responsibilities

• Provide various tax compliance and consulting services to industry-specific clients as a trusted member of the engagement team.
• Offer tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations in the middle market.
• Participate in tax research projects, assist in drafting IRS responses, and address inquiries from tax authorities.
• Collaborate with leaders on special projects related to corporate and flow-through taxation, such as accounting methods and ASC740.
• Develop client recommendations and strategize with leadership.
• Communicate and team with specialty tax practices on complex matters in state and local, high net worth, international, R&D, credits, and incentives.
• Engage in firm-wide learning and development programs.
• Utilize entrepreneurial skills to network and build strong internal and external client relationships.
• Participate in social activities and team outings that promote work-life balance.

Benefits

• Upward career trajectory
• Flexibility in how and where work is done
• Meaningful relationships with clients, teammates, and leadership
• Structured development programs (My Time Off, My Development, Dress for Your Day!)
• Life at Baker Tilly
• Comprehensive compensation and benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level