Tax Senior Associate - Flow through (PE funds)

Baker Tilly • San Francisco, CA

17h

About The Position

Baker Tilly is hiring a Tax Senior Associate to serve private equity fund clients in Northern California. The role provides industry-focused tax advisory and compliance services to middle-market clients and offers opportunities to deepen technical skills, build client relationships, and develop professionally. The position is part of an engagement team and involves tax compliance, consulting, research, and coordination with firm leaders and specialty tax practices.

Requirements

• Four-year degree.
• Eligible to obtain a CPA, law license, or EA credential.
• At least three years of experience.
• Eligibility to work in the U.S. without sponsorship.
• Demonstrated time management, communication, interpersonal, relationship-building, collaboration, and problem-solving skills.
• Strong leadership, project management, organizational, and analytical skills, as well as initiative and adaptability.
• Highly developed software and Microsoft Suite skills.

Nice To Haves

• CPA, law license, or EA credential.
• Bachelor’s, master’s, or advanced degree in accounting.
• Three or more years of experience providing federal tax compliance and consulting services in a public accounting firm.
• Private equity fund industry experience.

Responsibilities

• Provide tax compliance and advisory services to S corporations, partnerships, individuals, and corporations, from middle-market to multinational companies.
• Participate in tax research projects, help draft IRS responses, and address other tax authority inquiries.
• Work with leaders on special projects involving corporate and flow-through taxation, including accounting methods and ASC 740.
• Develop recommendations for clients and discuss and strategize those recommendations with leadership.
• Coordinate with specialty tax practices on complex matters involving state and local tax, high net worth, international tax, research and development, and credits and incentives.
• Build internal and client relationships through networking and entrepreneurial initiative.
• Support team members’ growth and development in keeping with Baker Tilly’s Care and Teach philosophy.
• Participate in on-the-job coaching, mentoring, and firm-wide learning and development programs.

Benefits

• Compensation and benefits package for eligible employees.
• Flexibility in how and where work is done.
• Structured programs supporting time off and professional development.
• Learning and development programs, on-the-job coaching, and mentoring.
• Social activities and team outings that encourage work-life balance.

What This Job Offers

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