Tax Experienced Associate - Private Wealth, Flex Schedule

Baker Tilly; Rancho Cordova (CA); On-site; USD 73,000 - 92,000; Full time

Job summary

Baker Tilly is a leading advisory, tax and assurance firm serving middle market clients with private wealth and family-office advisory. You will deliver tax compliance and consulting services, focusing on S-corporations, partnerships, and high-net-worth individuals and corporations, in a collaborative, growth-minded environment.

The role emphasizes client advisory excellence, teamwork, and opportunities to develop leadership and technical skills within a national firm that values flexible work

Qualifications

• 4-year degree required.
• Eligibility to obtain CPA, Law License, or Enrolled Agent required.
• One (1) year of experience providing tax compliance and consulting services required.
• Demonstrated skills in time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
• Strong leadership, project management, organizational and analytical skills, initiative, adaptability.
• Microsoft Suite skills.
• There is currently no immigration sponsorship available for this position

Responsibilities

• 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, HNW and Ultra-HNW individuals and corporations ranging from small to middle market
• 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
• Develop recommendations for the client to consider and share with leadership to discuss and strategize
• Communicate and team with specialty tax practices on complicated tax matters in the state and local, 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

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Education

Bachelor's degree

Tools

Microsoft Suite

Job description

Baker Tilly is a leading advisory, tax and assurance firm serving middle market clients with private wealth and family-office advisory. You will deliver tax compliance and consulting services, focusing on S-corporations, partnerships, and high-net-worth individuals and corporations, in a collaborative, growth-minded environment.

The role emphasizes client advisory excellence, teamwork, and opportunities to develop leadership and technical skills within a national firm that values flexible work