Baker Tilly

Tax Senior Associate - Private Wealth

Baker Tilly$67K — $128K *
US-AnywhereRemote in Nevada, US
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-year degree in relevant field required
  • Eligibility to obtain CPA, Law License, or Enrolled Agent
  • Minimum of three years' experience in tax compliance and consulting
  • Preferred experience with private wealth tax compliance
  • Strong skills in time management, communication, and problem solving
  • Excellent leadership and project management capabilities
  • Proficient in Microsoft Office Suite and related software

Responsibilities

  • Provide tax compliance and advisory services for S-corporations and partnerships
  • Conduct tax research and draft responses for IRS and other tax authorities
  • Collaborate on special tax projects with senior team members
  • Develop strategic recommendations for client discussions
  • Engage with specialty tax practices on complex matters
  • Participate in structured professional development and coaching
  • Leverage networking skills to foster strong internal and client relationships
  • Support and mentor junior team members through the Baker Tilly Care and Teach philosophy

Benefits

  • Flexible work arrangements for schedule autonomy
  • Structured professional development programs
  • Emphasis on work-life balance through social activities
  • Encouragement of meaningful client relationships
  • Team-oriented environment with opportunities for mentorship
Full Job Description
Job Description:
Responsibilities

Are you interested in joining one of the fastest growing public accounting firms?

Would you like the ability to focus on one industry sector and further become an expert for your clients?

If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients in the private wealth space. 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, and private wealth individuals
  • 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
  • Eligibility to obtain CPA, Law License, or Enrolled Agent required
  • Three (3) years of experience providing tax compliance and consulting services
  • Experience with tax compliance for individuals and flow-throughs in the private wealth space 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, pay rate range is: $86,500 - $128,690

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