Three years of tax compliance and consulting experience
Experience in private wealth and private client services preferred
Skills in time management, communication, relationship building, and problem solving
Strong leadership, project management, and analytical skills
Proficient in Microsoft Suite and other relevant software
Responsibilities
Provide tax compliance and advisory services to high net worth individuals and private clients
Participate in tax research projects and draft IRS responses
Collaboration with leaders on various tax special projects
Develop strategic client recommendations and discuss with leadership
Communicate with specialty tax practices on complex matters
Engage in direct coaching and mentoring opportunities
Network and build strong internal and client relationships
Support team development through the Baker Tilly Care and Teach philosophy
Participate in team-building activities and promote work-life balance
Benefits
Flexible work options allowing autonomy in schedule
Structured programs for career development and time off
Opportunities for professional growth and relationship building
Supportive culture prioritizing employee development and well-being
Engagement in social activities and team outings
Full Job Description
Job Description: Moss Adams and Baker Tilly are now in their second year merged into the #6 public accounting and advisory firm in the US, and are continuing to grow? Would you like to bolster your own career while joining the BT team to grow along with us?
If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate in Private Wealth/Private Client Services, working with our NorCal teams! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to HNW individuals and 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, primarily to private wealth and flow-through clients:
Provide tax compliance and advisory services to individuals (HNW and Ultra-HNW), s-corporations, partnerships, 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 tax
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:
4-year degree required, and must be license-eligible
Master's degree or other advanced degree is desirable
CPA, Law License, or Enrolled Agent preferred
Three (3) years of experience providing tax compliance and consulting services
Experience in private wealth and private client services 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
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
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: $67,880 - $128,690 In CA, the pay rate range is: $86,500 - $128,690
