Tax Associate — Private Wealth & Client Services

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

Job summary

Baker Tilly Advisory Group, LP is seeking a Tax Experienced Associate to join the Private Wealth/Private Client Services team in a fast-growing advisory environment. You will deliver industry-focused tax advisory and compliance services to private clients and closely held businesses, collaborating with partners and senior staff.

Join a nationally recognized firm with upward career trajectory, flexible work options, and mentoring opportunities to develop technical accounting and client service

Qualifications

• 4-year degree, and License eligible CPA, Law License, or Enrolled Agent preferred.
• 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.
• Strong leadership, project management, organizational and analytical skills, initiative, adaptability.
• Microsoft Suite skills.
• There is currently no immigration sponsorship available for this position #LI-MS1

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, individuals and corporations in the middle market space
• 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 in various areas of corporate and flow through taxation such as accounting methods and ASC740
• 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, high net worth, 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 expertise

Client advisory

Communication

Leadership

Project management

Microsoft Suite

Education

Bachelor's degree

CPA license eligible

Enrolled Agent eligible

Tools

Microsoft Suite

Job description

Baker Tilly Advisory Group, LP is seeking a Tax Experienced Associate to join the Private Wealth/Private Client Services team in a fast-growing advisory environment. You will deliver industry-focused tax advisory and compliance services to private clients and closely held businesses, collaborating with partners and senior staff.

Join a nationally recognized firm with upward career trajectory, flexible work options, and mentoring opportunities to develop technical accounting and client service