Tax Experienced Associate — Private Wealth & Middle Market

Baker Tilly US; Rancho Cordova (CA); Hybrid; USD 70,000 - 109,000; Full time

Job summary

Baker Tilly, a leading advisory, tax and assurance firm, seeks a Tax Experienced Associate for its Private Wealth/Private Client Services team in NorCal. You will deliver industry-focused tax advisory and compliance services to private clients and closely held businesses, with growth opportunities and a flexible approach to work.

You will enjoy working with leadership to own your schedule and develop client relationships while gaining exposure to diverse tax issues and industry sectors in a

Qualifications

• 4-year degree, and License eligible.
• CPA, Law License, or Enrolled Agent preferred.
• 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, 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.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Education

Bachelor's degree

CPA / Enrolled Agent / Law license preferred

License eligible

Tools

Microsoft Suite

Job description

Baker Tilly, a leading advisory, tax and assurance firm, seeks a Tax Experienced Associate for its Private Wealth/Private Client Services team in NorCal. You will deliver industry-focused tax advisory and compliance services to private clients and closely held businesses, with growth opportunities and a flexible approach to work.

You will enjoy working with leadership to own your schedule and develop client relationships while gaining exposure to diverse tax issues and industry sectors in a