Tax Senior Associate - Flow through (PE funds)

Job Description:
Responsibilities

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

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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