Tax Senior Associate - Flow through (PE funds)

Baker Tilly (US); San Jose (CA); Vor Ort; USD 85.000 - 130.000; Vollzeit

Zusammenfassung

Baker Tilly in Northern California is seeking a Tax Senior Associate to deliver industry-focused tax compliance and advisory services to PE fund clients, ranging from middle market to multinational. You will work with leadership on complex tax matters, improve client solutions, and help grow the practice while developing your career.

The role offers opportunities for advancement, collaboration with cross-functional teams, and a focus on client service and technical accounting in a fast-growing

Qualifikationen

• Bachelor's degree required; CPA, Law License, or EA eligibility.
• Public accounting experience with tax focus; PE fund exposure preferred.
• Strong leadership, time management, and client-service skills.

Aufgaben

• Provide tax compliance and advisory services to middle-market to multinational clients.
• Participate in tax research projects and draft IRS responses.
• Collaborate with leaders on projects in corporate and flow-through taxation areas.
• Develop client recommendations and communicate with leadership and clients.
• Support growth and mentoring of team members and maintain work-life balance.

Kenntnisse

Tax compliance

Tax advisory

Public accounting

Client service

Leadership

Ausbildung

Bachelor's degree in accounting/finance

CPA license

EA license / Enrolled Agent

Master's degree (preferred)

Tools

Microsoft Suite

Tax software

Jobbeschreibung

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.

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.

Responsibilities

Job Description

Have you seen the headlines that Moss Adams and Baker Tilly have continued to grow following their June 2025 merger to form the #6 public accounting and advisory firm in the US? Would you like to bring your career track to Baker Tilly to make an impact on that growth, and continue to expand your own skill set?

If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate in NorCal for PE fund clients. 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 a specific industry, 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 tomorrow

What 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, individuals and corporations ranging from middle market to multinational companies
• 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 with your clients
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• 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
• Three (3) years of experience

Preferred Qualifications

• CPA, Law License, or EA
• Bachelor’s, master’s, or advanced degree in accounting
• Three (3)+ years of experience providing federal tax compliance and consulting services in a public accounting firm
• PE fund industry experience is 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
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship

The pay range for this position is listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.

The national pay rate range is: $77,400 to $100,000

In CA, pay rate range is: $85,100 to $130,000