Tax Experienced Associate, Private Wealth Advisory

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

Job summary

Baker Tilly Advisory Group, LP in San Jose, California is seeking a Tax Experienced Associate for our Private Wealth/Private Client Services team. You will deliver industry-focused tax advisory and compliance services to private clients and closely held businesses on an individual and flow-through basis.

You will build trusted advisement relationships, work with a leading CPA advisory firm, and enjoy autonomy over your schedule and career through structured programs.

Qualifications

• 4-year degree required.
• CPA eligibility preferred.
• Enrolled Agent or Law license helpful.
• Strong time management and communication skills required.

Responsibilities

• Provide tax compliance and advisory services to middle-market clients.
• Assist with tax research and IRS responses.
• Collaborate with corporate and flow-through tax teams on ASC740.
• Develop client recommendations and present to leadership.
• Engage with specialty tax practices on state/local and international issues.
• Mentor staff and participate in firm learning programs.
• Build networks and relationships with clients and colleagues.
• Support work-life balance initiatives.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Analytical skills

Initiative

Adaptability

Microsoft Suite

Education

4-year degree

CPA eligibility

Enrolled Agent

Law license

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP in San Jose, California is seeking a Tax Experienced Associate for our Private Wealth/Private Client Services team. You will deliver industry-focused tax advisory and compliance services to private clients and closely held businesses on an individual and flow-through basis.

You will build trusted advisement relationships, work with a leading CPA advisory firm, and enjoy autonomy over your schedule and career through structured programs.