Tax Experienced Associate — Private Wealth, Flexible Schedule

Baker Tilly Advisory Group, LP; Walnut Creek (CA); Sur place; USD 70 000 - 109 000; Plein temps

Résumé du poste

Baker Tilly is seeking a Tax Experienced Associate with our Private Wealth/Private Client Services team in California. This is a great opportunity to deliver industry-focused tax advisory and compliance services to private clients and closely held businesses, with upward career trajectory and flexibility in how and where you work.

You will join a leading CPA advisory firm that values client service, mentorship, and work-life balance, offering collaborative leadership and development programs to

Qualifications

• 4-year degree, and License eligible CPA, Law License, or Enrolled Agent preferred.
• Strong written and verbal communication skills are required.
• Proven ability to manage multiple tax projects and teams.

Responsabilités

• 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 on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries
• Team with leaders on special projects in various areas of 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 complicated tax matters in the state and 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

Connaissances

Time management

Communication

Leadership

Analytical skills

Formation

CPA license eligible

Law license

Enrolled Agent

Outils

Microsoft Office

Description du poste

Baker Tilly is seeking a Tax Experienced Associate with our Private Wealth/Private Client Services team in California. This is a great opportunity to deliver industry-focused tax advisory and compliance services to private clients and closely held businesses, with upward career trajectory and flexibility in how and where you work.

You will join a leading CPA advisory firm that values client service, mentorship, and work-life balance, offering collaborative leadership and development programs to