Tax Associate - Private Client & Wealth Advisory

Baker Tilly Advisory Group, LP; Santa Clara (CA); On-site; USD 70,000 - 109,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a Tax Experienced Associate to join the Private Wealth/Private Client Services team. You will deliver industry-focused tax advisory and compliance services to private clients and closely held businesses, helping them navigate complex tax issues.

The firm offers upward career trajectory, flexible work styles, and mentorship from leadership, with autonomy to manage your schedule and develop client relationships.

Qualifications

• 4-year degree required, CPA/Law/EA preferred.
• At least 1 year of tax compliance and advisory experience.
• Strong communication, teamwork and leadership skills.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Provide tax compliance and advisory services to clients.
• Assist with tax research and IRS responses.
• Collaborate with partners on tax planning projects.
• Contribute to client relationships and firm initiatives.

Skills

Tax compliance

Tax advisory

Client relationship

Time management

Communication

Leadership

Project management

Education

4-year degree

Tools

Microsoft Suite

Job description

Baker Tilly Advisory Group, LP seeks a Tax Experienced Associate to join the Private Wealth/Private Client Services team. You will deliver industry-focused tax advisory and compliance services to private clients and closely held businesses, helping them navigate complex tax issues.

The firm offers upward career trajectory, flexible work styles, and mentorship from leadership, with autonomy to manage your schedule and develop client relationships.