Private Client Tax Associate (Wealth Advisory)

Baker Tilly International; Santa Clara, Northern (CA, KY); Hybrid; USD 83,000 - 109,000; Full time

Job summary

Baker Tilly is recruiting a Tax Experienced Associate in Private Client Services/Private Wealth. This role focuses on industry-focused tax advisory and compliance for middle market clients, offering upward career trajectory, flexibility, and meaningful client relationships.

You will work with a collaborative team and have access to development programs. You will partner with leadership to deliver sophisticated tax solutions, while growing your expertise in private wealth and complex accounting

Qualifications

• 4-year degree required.
• Eligibility to obtain CPA, Law License, or Enrolled Agent required.
• One (1) year of experience providing tax compliance and consulting services required.
• Demonstrated skills in time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
• Strong leadership, project management, organizational and analytical skills, initiative, adaptability.
• Microsoft Suite skills.

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, TMW/Ultra-HNW individuals and corporations.
• Participate in tax research projects and respond to IRS inquiries.
• Team with leaders on special projects.
• Develop recommendations for client discussions with leadership.
• Coordinate with specialty tax practices on state/local, international, R&D, credits and incentives matters.
• Learn and grow from coaching and firm-wide programs.
• Leverage entrepreneurial skills to network and build client relationships.
• Support work-life balance through team activities.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Microsoft Suite skills

Education

Bachelor's degree

CPA eligibility

Enrolled Agent eligibility

Law license eligibility

Job description

Baker Tilly is recruiting a Tax Experienced Associate in Private Client Services/Private Wealth. This role focuses on industry-focused tax advisory and compliance for middle market clients, offering upward career trajectory, flexibility, and meaningful client relationships.

You will work with a collaborative team and have access to development programs. You will partner with leadership to deliver sophisticated tax solutions, while growing your expertise in private wealth and complex accounting