Tax Experienced Associate, Private Wealth Advisory

Baker Tilly (US); Redwood Valley (CA); On-site; USD 68,000 - 110,000; Full time

Job summary

Baker Tilly is a leading advisory, tax and assurance firm seeking a Tax Experienced Associate in Private Client Services/Private Wealth. You will deliver industry-focused tax advisory and compliance to middle market clients, with opportunities for upward career trajectory, flexible work arrangements, and meaningful client relationships.

The role emphasizes building client service and technical accounting skills in a national firm that values development, autonomy, and collaboration.

Qualifications

• Proven ability to provide federal tax compliance and advisory services.
• Experience collaborating with tax research and IRS interactions.
• Strong client service mindset with attention to detail.

Responsibilities

• 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, and HNW/Ultra-HNW individuals and corporations.
• Participate in tax research projects, help draft IRS responses and address inquiries.
• Team with leaders on special projects and develop recommendations for clients to discuss with leadership.
• Communicate with specialty tax practices on state/local, international, credits and incentives areas.
• Learn and grow from on-the-job coaching and firm-wide learning programs.
• Network and build relationships internally and externally with clients.
• Engage in team events and activities that promote work-life balance.

Skills

Tax knowledge

Communication

Time management

Relationship building

Education

Bachelor's degree in accounting

CPA / EA eligibility

Tools

Microsoft Office

Job description

Baker Tilly is a leading advisory, tax and assurance firm seeking a Tax Experienced Associate in Private Client Services/Private Wealth. You will deliver industry-focused tax advisory and compliance to middle market clients, with opportunities for upward career trajectory, flexible work arrangements, and meaningful client relationships.

The role emphasizes building client service and technical accounting skills in a national firm that values development, autonomy, and collaboration.