Private Wealth Tax Associate — Flexible Schedule & Growth

Baker Tilly US; Rancho Cordova (CA); On-site; USD 73,000 - 92,000; Full time

Job summary

Baker Tilly US is hiring a Tax Experienced Associate in Private Client Services/Private Wealth in California. You will deliver tax compliance and advisory services to middle-market clients, including S-corps, partnerships and high-net-worth individuals, while partnering with leaders on strategic projects.

The role offers exposure to tax research, client counseling, and mentorship within a growing advisory environment that values development and client service excellence.

Qualifications

• 4-year degree required.
• Eligibility to obtain CPA, Law License, or Enrolled Agent.
• 1 year of tax compliance and consulting experience.
• Strong time management, communication and problem solving.
• Leadership, project management and analytical skills.
• Microsoft Suite proficiency.

Responsibilities

• Provide tax compliance and advisory services to various entity types.
• Assist with tax research and IRS responses.
• Collaborate with leaders on special projects.
• Develop recommendations for clients and share with leadership.
• Coordinate with specialty tax practices on complex matters.
• Learn and grow through mentoring and firm-wide programs.
• Build relationships with clients and internal teams.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Education

4-year degree

CPA eligibility / licensure

Enrolled Agent eligibility

Tools

Microsoft Office

Job description

Baker Tilly US is hiring a Tax Experienced Associate in Private Client Services/Private Wealth in California. You will deliver tax compliance and advisory services to middle-market clients, including S-corps, partnerships and high-net-worth individuals, while partnering with leaders on strategic projects.

The role offers exposure to tax research, client counseling, and mentorship within a growing advisory environment that values development and client service excellence.