Baker Tilly

Tax Experienced Associate - NorCal Private Wealth/Private Client Services

Baker Tilly$70K — $108K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-year degree, with CPA, Law License, or Enrolled Agent preferred
  • One (1) year of experience in tax compliance and consulting services
  • Strong time management, communication and interpersonal skills
  • Effective relationship building and collaboration abilities
  • Demonstrated leadership, project management, and analytical skills
  • Proficiency in Microsoft Suite
  • No immigration sponsorship available for this position

Responsibilities

  • Provide tax compliance and advisory services to various clients
  • Conduct tax research and draft responses to IRS inquiries
  • Collaborate with leaders on corporate and flow-through taxation projects
  • Develop client recommendations and contribute to strategic discussions
  • Engage with specialty tax practices on complex tax matters
  • Receive coaching and mentor support while participating in learning programs
  • Utilize networking skills to build strong client relationships

Benefits

  • Flexibility in work hours and location
  • Opportunities for career development and structured programs
  • Social activities and team outings that promote work-life balance
  • A valued role in providing tax advisory services
  • Being part of a supportive and transparent leadership culture
Full Job Description
Job Description:


Are you interested in joining one of the fastest growing public accounting firms, now that Baker Tilly and Moss Adams are in their second year merged into the #6 firm in the U.S.?

If yes, consider joining Baker Tilly (BT) as a Tax Experienced Associate with our Private Wealth/Private Client Services team! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to private clients on an individual basis and also with closely held businesses/flow throughs. 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 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


Qualifications

Successful candidates will have:

  • 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 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:
  • The national pay rate range is: $57,460 to $108,930
  • In CA: the pay rate range is $70,220 to $108,900

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