Tax Experienced Associate - Private Wealth Advisory (Flexible Schedule)

Baker Tilly Advisory Group, LP; Redwood City (CA); Presencial; USD 70.000 - 109.000; Jornada completa

Descripción de la vacante

Baker Tilly Advisory Group, LP is a leading advisory firm seeking a Tax Experienced Associate for its Private Wealth/Private Client Services team. You’ll deliver industry-focused tax advisory and compliance to private clients and closely held businesses, with opportunities for career growth, flexible work styles, and meaningful client relationships.

The role emphasizes building trust with clients, advising on complex tax matters, and partnering with leadership on strategic outcomes.

Formación

• 4-year degree required; CPA, Law License, or Enrolled Agent preferred.
• One year of tax compliance and consulting experience required.
• Strong leadership, project management, organizational and analytical skills; initiative and adaptability.
• Proficiency with time management and communication.

Responsabilidades

• Be a trusted member of the engagement team providing various 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 and draft IRS responses as needed.
• Collaborate with leaders on corporate and flow-through taxation topics like ASC740 and accounting methods.
• Develop client recommendations and present to leadership for discussion and strategy.
• Coordinate with specialty tax practices on state/local, international, credits and incentives matters.

Conocimientos

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Educación

4-year degree

Herramientas

Microsoft Suite

Descripción del empleo

Baker Tilly Advisory Group, LP is a leading advisory firm seeking a Tax Experienced Associate for its Private Wealth/Private Client Services team. You’ll deliver industry-focused tax advisory and compliance to private clients and closely held businesses, with opportunities for career growth, flexible work styles, and meaningful client relationships.

The role emphasizes building trust with clients, advising on complex tax matters, and partnering with leadership on strategic outcomes.