Private Wealth Tax Associate - Client-Focused & Growth

Baker Tilly International; New York (NY); On-site; USD 41,328 - 54,415; Full time

Job summary

Baker Tilly International is seeking a Tax Specialist to work primarily with high-net-worth individuals within our Private Wealth Tax Practice. The ideal candidate will have an associate's degree along with relevant experience, and exhibit strong attention to detail while managing client expectations effectively.

In this role, you'll be responsible for client communications, data gathering, and ensuring timely and quality deliverables. Located in New York City or Uniondale, salary ranges from $30 to $39.50 per hour based on experience.

Qualifications

• 0 to 3 years of experience in bookkeeping or accounting.
• Strong desire to provide exceptional client service.
• Ability to learn from experiences and integrate new knowledge.

Responsibilities

• Provide best-in-class service to clients through effective communication.
• Assist with client data gathering and review.
• Proactively communicate work status and seek clarifications.

Skills

Client service

Attention to detail

Time management

Communication

Interpersonal skills

Education

Associate's degree

Bachelor's degree in accounting or related field

Tools

QuickBooks

MS Office Suite

Job description

Baker Tilly International is seeking a Tax Specialist to work primarily with high-net-worth individuals within our Private Wealth Tax Practice. The ideal candidate will have an associate's degree along with relevant experience, and exhibit strong attention to detail while managing client expectations effectively.

In this role, you'll be responsible for client communications, data gathering, and ensuring timely and quality deliverables. Located in New York City or Uniondale, salary ranges from $30 to $39.50 per hour based on experience.