Tax Experienced Associate — Private Client Services

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

Job summary

Baker Tilly in Northern California is seeking a Tax Experienced Associate for our Private Wealth/Private Client Services team. You will deliver industry-focused tax advisory and compliance to private clients and closely held businesses, with opportunities for career growth and flexible work arrangements.

The role emphasizes ownership of client work, collaboration with leadership, and development of client service and technical accounting skills in a leading CPA advisory firm that values autonomy

Qualifications

• / Must have a 4-year degree, and license eligibility
• / CPA, Law License, or Enrolled Agent preferred
• / One year of experience in tax compliance and advisory services
• / Strong time management, communication, interpersonal, relationship-building, collaboration and problem-solving skills
• / Leadership, project management, organizational and analytical skills
• / Proficiency with Microsoft Office Suite
• / No immigration sponsorship available for this position

Responsibilities

• Be a trusted member of the engagement team providing tax compliance and advisory services to industry-specific clients
• Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations in the middle market
• Participate in tax research projects, help draft IRS responses and address other tax authority inquiries
• Collaborate with leaders on projects in corporate and flow-through taxation areas such as ASC 740 and accounting methods
• Develop recommendations for clients and share with leadership for discussion and strategy
• Coordinate with specialty tax practices on state/local, high-net-worth, international matters and credits/incentives
• Learn and grow through on-the-job coaching and firm-wide development programs
• Leverage entrepreneurial skills to network and build relationships with clients and colleagues
• Enjoy team activities and events that promote work-life balance

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Education

CPA or EA preferred

Tools

Microsoft Suite

Job description

Baker Tilly in Northern California is seeking a Tax Experienced Associate for our Private Wealth/Private Client Services team. You will deliver industry-focused tax advisory and compliance to private clients and closely held businesses, with opportunities for career growth and flexible work arrangements.

The role emphasizes ownership of client work, collaboration with leadership, and development of client service and technical accounting skills in a leading CPA advisory firm that values autonomy