Tax Senior Associate — PE Fund Advisory

Baker Tilly (US); Redwood Valley (CA); On-site; USD 85,000 - 130,000; Full time

Job summary

Baker Tilly is seeking a Tax Senior Associate in Northern California to join our NorCal PE fund client team. Be part of a growing advisory and tax practice providing compliance and advisory services to middle-market and multinational clients.

You will work with leaders on tax research, prepare IRS responses, and collaborate across state, local, international, and incentive tax matters. The role offers strong career growth, flexible work options, and opportunities to mentor colleagues.

Qualifications

• 4-year degree
• Eligible to obtain CPA, Law License, or EA
• Three (3) years of experience
• CPA, Law License, or EA (preferred)
• Bachelor's, master's, or advanced degree in accounting (preferred)
• Three (3)+ years of experience providing federal tax compliance and consulting services in a public accounting firm (preferred)
• PE fund industry experience is preferred
• Demonstrated skills in 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

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 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

Education

Bachelor's degree

CPA, Law License, or EA

Job description

Baker Tilly is seeking a Tax Senior Associate in Northern California to join our NorCal PE fund client team. Be part of a growing advisory and tax practice providing compliance and advisory services to middle-market and multinational clients.

You will work with leaders on tax research, prepare IRS responses, and collaborate across state, local, international, and incentive tax matters. The role offers strong career growth, flexible work options, and opportunities to mentor colleagues.