Tax Experienced Associate - Private Wealth/Private Client Services

Baker Tilly International; Santa Clara (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Baker Tilly is seeking a Tax Experienced Associate in Private Wealth/Private Client Services in California. You will deliver industry-focused tax advisory and compliance services to middle-market clients, and help build client relationships through direct interaction and collaboration with leadership.

The role emphasizes developing expertise in private wealth, with coaching, development programs, and flexible scheduling to support work-life balance.

Qualifications

• 4-year degree required.
• Eligible to obtain CPA, Law License, or EA.
• One year of experience in federal tax compliance and consulting in public accounting.
• Private Wealth experience preferred.

Responsibilities

• Provide tax compliance and advisory services to S-corps, partnerships, individuals and corporations in private wealth.
• Participate in tax research and draft IRS responses on various issues.
• Collaborate with leaders on special projects and cross-practice matters.
• Develop client recommendations and communicate with leadership.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Education

Bachelor’s degree in accounting or related field

Tools

Microsoft Office Suite

Job description

Tax Experienced Associate - Private Wealth/Private Client ServicesWe use cookies to enable necessary site functionality, to provide the best possible user experience, and to tailor future communications. By using this website, you agree to the use of cookies as outlined in Baker Tilly's online Privacy Policy.### Tax Experienced Associate - Private Wealth/Private Client ServicesApply: USA CA Santa Clara: USA CA San Francisco 50 Fremont St: USA CA Rancho Cordova: USA CA Walnut Creek 1340 Treat Blvd: USA CA Redwood City: Full time: Posted Today: JR107572# **Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.*Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.**Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.*# **Job Description:**# ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Experienced Associate in Private Client Services/Private Wealth! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if:* You are looking for an opportunity to build your career in the private wealth/private client services space, becoming an industry expert to the clients you serve* You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges* You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions* You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)* You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrowWhat you will do:* 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 ## Qualifications Successful candidates will have-- Minimum Qualifications: * 4-year degree* Eligible to obtain CPA, Law License, or EA* One (1) year of experience Preferred Qualifications: * CPA, Law License, or EA* Bachelor’s, master’s, or advanced degree in accounting* One (1)+ year of experience providing federal tax compliance and consulting services in a public accounting firm* Private Wealth experience preferred* Demonstrated skills in the areas of 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 #LI-MS1 *The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees:* *Life at Baker Tilly | Baker Tilly** *The national pay rate range is: $68,400 to $84,600** *In CA, pay rate range is: $75,300 to $110,000*