Tax Experienced Associate, Private Wealth Advisory

Baker Tilly US

Rancho Cordova (CA)

On-site

USD 70,000 - 109,000

Full time

5 days ago

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Job summary

Baker Tilly US is seeking a Tax Experienced Associate for its Private Wealth/Private Client Services team in California. You will deliver tax advisory and compliance services to private clients and closely held businesses, helping clients navigate complex tax matters.

Join a fast-growing firm that offers career progression, flexible work options, and a collaborative culture focused on client outcomes and professional development.

Qualifications

4-year degree, and License eligible
CPA, Law License, or Enrolled Agent preferred
One year of tax experience required
Strong time management, communication, and analytical skills
Leadership, project management and adaptability required
Microsoft Office skills
No immigration sponsorship available for this position

Responsibilities

Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations
Assist with tax research and IRS responses
Collaborate with leadership on corporate and flow-through tax matters
Develop client recommendations and present to leadership
Coordinate with specialty tax practices on state, local, and international issues
Participate in firm-wide learning and development programs
Build relationships with clients and colleagues to support career growth

Skills

Leadership

Communication

Time management

Analytical skills

Education

4-year degree

CPA eligible

License eligible (state)

Tools

Microsoft Suite

Job description

Join a fast-growing firm that offers career progression, flexible work options, and a collaborative culture focused on client outcomes and professional development.

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