Private Wealth Tax Associate — Flexible Schedule & Growth

Baker Tilly US; San Jose (CA); On-site; USD 70,000 - 109,000; Full time

Job summary

Baker Tilly US, LLP is a leading advisory, tax and assurance firm with a national footprint and deep client relationships in the private wealth space. This Tax Experienced Associate role sits on the Private Wealth/Private Client Services team, offering exposure to industry-focused tax advisory and compliance for individuals and closely held businesses.

You will partner with engagement leaders to deliver tailored tax strategies while developing your client service and technical accounting skills

Qualifications

• 4-year degree and license eligibility required or preferred.
• CPA, Law License, or Enrolled Agent is preferred.
• 1 year of tax compliance and consulting experience required.
• Strong time management, communication, and problem solving skills.
• Proven leadership, project management, and analytical abilities.
• Proficient with Microsoft Office Suite.

Responsibilities

• Be a trusted member of the engagement team providing tax compliance and advisory services to clients.
• Work with S-corporations, partnerships, individuals and corporations in the middle market.
• Contribute to tax research and respond to IRS inquiries as needed.
• Collaborate on projects in corporate and flow through taxation areas such as ASC 740.
• Develop client recommendations and present to leadership for strategy.
• Coordinate with specialty tax practices on complex state/local and international matters.
• Engage in on-the-job coaching and firm-wide development programs.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Microsoft Suite

Education

4-year degree

CPA/EA license eligible

Tools

Microsoft Office

Job description

Baker Tilly US, LLP is a leading advisory, tax and assurance firm with a national footprint and deep client relationships in the private wealth space. This Tax Experienced Associate role sits on the Private Wealth/Private Client Services team, offering exposure to industry-focused tax advisory and compliance for individuals and closely held businesses.

You will partner with engagement leaders to deliver tailored tax strategies while developing your client service and technical accounting skills