Tax Senior Associate - Private Client Services

Baker Tilly•San Jose, CA

3d•$98,000 - $128,690

About The Position

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers. This role is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients in the private wealth space. As one of the fastest growing firms in the nation, Baker Tilly has the ability to offer upward career trajectory, flexibility in how and where work is done, and meaningful relationships with clients, teammates, and leadership. The role is ideal for someone looking to build a career in a specific industry, become an industry expert, and serve as a trusted business advisor working face-to-face with clients to find creative solutions to complex accounting and business challenges. It is suited for individuals who value development and want to work for a firm that provides autonomy to own their schedule and career through structured programs.

Requirements

4-year degree required
Eligibility to obtain CPA, Law License, or Enrolled Agent required
Three (3) years of experience providing tax compliance and consulting services
Experience with tax compliance for individuals and flow-throughs in the private wealth space 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
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred

Responsibilities

Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients.
Provide tax compliance and advisory services to S-corporations, partnerships, and private wealth individuals.
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 tax.
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 with clients.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
Enjoy friendships, social activities and team outings that encourage a work-life balance.