Private Wealth Tax Associate — Flexible Schedule

Baker Tilly US; Walnut Creek (CA); On-site; USD 80,000 - 105,000; Full time

Job summary

Baker Tilly is seeking a Tax Experienced Associate in Private Client Services/Private Wealth to join our growing advisory team in California. You will become a valued business advisor delivering tax advisory and compliance services to middle market clients.

You will work with engagement teams, participate in tax research, and develop client recommendations while using your leadership and communication skills to support growth and client service.

Qualifications

• 4-year degree required.
• CPA, Law License, or Enrolled Agent eligibility required.
• 1 year of tax compliance and consulting experience required.
• Strong leadership, project management, organizational and analytical skills.
• Proficient in Microsoft Office.
• There is currently no immigration sponsorship available for this position.

Responsibilities

• Provide tax compliance and advisory services to S-corporations, partnerships, HNW and Ultra-HNW individuals and corporations ranging from small to middle market.
• Draft IRS responses and address other tax authority inquiries.
• Team with leaders on special projects and develop client recommendations for leadership discussion.
• Communicate and collaborate with specialty tax practices on complex state/local, international, and R&D credits matter.
• Learn and grow from on‑the‑job coaching and firm‑wide development programs.

Skills

Time management

Communication

Interpersonal skills

Leadership

Project management

Organizational skills

Analytical skills

Microsoft Suite

Education

4-year degree

CPA/EA eligibility

Enrolled Agent eligibility

Tools

Microsoft Office

Job description

Baker Tilly is seeking a Tax Experienced Associate in Private Client Services/Private Wealth to join our growing advisory team in California. You will become a valued business advisor delivering tax advisory and compliance services to middle market clients.

You will work with engagement teams, participate in tax research, and develop client recommendations while using your leadership and communication skills to support growth and client service.