Tax Senior Associate - NorCal Private Wealth/Private Client Services
About The Position
Moss Adams and Baker Tilly are now in their second year merged into the #6 public accounting and advisory firm in the US, and are continuing to grow. This role is for a Tax Senior Associate in Private Wealth/Private Client Services, working with our NorCal teams. This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to HNW individuals and flow-throughs. As one of the fastest growing firms in the nation, BT 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 involves being a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients. Responsibilities include providing tax compliance and advisory services to individuals (HNW and Ultra-HNW), s-corporations, partnerships, and corporations in the middle-market space; participating in tax research projects; drafting IRS responses and addressing tax authority inquiries; teaming with leaders on special projects; developing recommendations for clients; communicating and teaming with specialty tax practices; learning and growing from coaching and mentoring; utilizing entrepreneurial skills to network and build relationships; and supporting the growth and development of team members through the Baker Tilly Care and Teach philosophy. The firm encourages a work-life balance through friendships, social activities, and team outings.
Requirements
- 4-year degree required, and must be license-eligible
- Three (3) years of experience providing tax compliance and consulting services
- 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
Nice To Haves
- Master’s degree or other advanced degree is desirable
- CPA, Law License, or Enrolled Agent preferred
- Experience in private wealth and private client services preferred
Responsibilities
- Provide tax compliance and advisory services to individuals (HNW and Ultra-HNW), s-corporations, partnerships, and corporations in the middle-market space
- 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 your clients
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Benefits
- Comprehensive compensation and benefits package
- Upward career trajectory
- Flexibility in how and where work is done
- Meaningful relationships with clients, teammates and leadership
- Structured programs for autonomy in schedule and career (My Time Off, My Development and Dress for Your Day!)
- Endless opportunities for professional growth
- Friendships, social activities and team outings that encourage a work-life balance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
