Tax Experienced Associate - NorCal Private Wealth/Private Client Services
About The Position
Baker Tilly is seeking a Tax Experienced Associate to join their Private Wealth/Private Client Services team. This role involves delivering industry-focused tax advisory and compliance services to private clients, including individuals and closely held businesses. The firm emphasizes upward career trajectory, flexibility in work location, and strong client and team relationships. The position offers opportunities to become an industry expert, act as a trusted business advisor, and contribute to a leading CPA advisory firm serving middle-market clients. The firm promotes employee 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.
- Deliver 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 tax, high net worth, international tax, research and development, credits, and incentives.
- Utilize entrepreneurial skills to network and build strong internal and external client relationships.
- Participate in firm-wide learning and development programs.
Benefits
- Comprehensive compensation and benefits package.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
