Private Wealth Tax Experienced Associate

Baker Tilly International; Santa Clara (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Baker Tilly is seeking a Tax Experienced Associate in Private Wealth/Private Client Services in California. You will deliver industry-focused tax advisory and compliance services to middle-market clients, and help build client relationships through direct interaction and collaboration with leadership.

The role emphasizes developing expertise in private wealth, with coaching, development programs, and flexible scheduling to support work-life balance.

Qualifications

• 4-year degree required.
• Eligible to obtain CPA, Law License, or EA.
• One year of experience in federal tax compliance and consulting in public accounting.
• Private Wealth experience preferred.

Responsibilities

• Provide tax compliance and advisory services to S-corps, partnerships, individuals and corporations in private wealth.
• Participate in tax research and draft IRS responses on various issues.
• Collaborate with leaders on special projects and cross-practice matters.
• Develop client recommendations and communicate with leadership.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Education

Bachelor’s degree in accounting or related field

Tools

Microsoft Office Suite

Job description

Baker Tilly is seeking a Tax Experienced Associate in Private Wealth/Private Client Services in California. You will deliver industry-focused tax advisory and compliance services to middle-market clients, and help build client relationships through direct interaction and collaboration with leadership.

The role emphasizes developing expertise in private wealth, with coaching, development programs, and flexible scheduling to support work-life balance.