Tax Experienced Associate - Private Wealth Advisory

Baker Tilly Advisory Group, LP; Rancho Cordova (CA); Vor Ort; USD 70.000 - 109.000; Vollzeit

Zusammenfassung

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

This fast-growing firm offers upward career trajectory, flexible work options, and mentoring, with a collaborative culture and opportunities to work with mid-market clients.

Qualifikationen

• 4-year degree and CPA/Law/EA preferred.
• One year of tax compliance and consulting experience required.
• Strong time management, communication, interpersonal, relationship building, collaboration and problem solving.
• Leadership, project management, organizational and analytical skills, initiative and adaptability.
• Microsoft Office skills.
• There is currently no immigration sponsorship available for this position.

Aufgaben

• Be a trusted member of the engagement team providing 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 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 state/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.

Kenntnisse

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Microsoft Office

Ausbildung

4-year degree

CPA eligible / Law license / Enrolled Agent

Tools

Microsoft Office

Jobbeschreibung

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

This fast-growing firm offers upward career trajectory, flexible work options, and mentoring, with a collaborative culture and opportunities to work with mid-market clients.