Private Wealth Tax Associate — Trusted Advisor

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

Benefits offered by this job

Life at Baker Tilly

Professional development

Job summary

Baker Tilly Advisory Group, LP in California seeks a Tax Experienced Associate in Private Client Services/Private Wealth to deliver tax compliance and advisory services for small to middle-market clients and high‑net‑worth individuals.

You will work with engagement teams, conduct research, draft IRS responses, and develop client recommendations while advancing your CPA/Law/EA eligibility and professional growth through firm programs.

Qualifications

• 4-year degree required.
• Eligibility to obtain CPA, Law License, or Enrolled Agent required.
• One year of experience providing tax compliance and consulting services required.
• Demonstrated skills in time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.

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, HNW and Ultra-HNW individuals and corporations ranging from small to middle market.
• Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries.
• Team with leaders on special projects.
• Develop recommendations for the client to consider and share with leadership to discuss and strategize.
• Communicate and team with specialty tax practices on complicated tax matters in the state and local, international, research and development along with credits and incentives areas.
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Skills

Tax knowledge

Client communication

Leadership

Time management

Team collaboration

Education

Bachelor's degree

CPA eligibility

Tools

Microsoft Suite

Job description

Baker Tilly Advisory Group, LP in California seeks a Tax Experienced Associate in Private Client Services/Private Wealth to deliver tax compliance and advisory services for small to middle-market clients and high‑net‑worth individuals.

You will work with engagement teams, conduct research, draft IRS responses, and develop client recommendations while advancing your CPA/Law/EA eligibility and professional growth through firm programs.