Tax Specialist - Private Wealth

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Responsibilities Provide best‑in‑class service to clients through communication, information gathering, onboarding, and delivery. Communicate with team members, clients, and third‑party advisors. Assist clients in navigating various client platforms and support the team in achieving deliverables. Proactively communicate status of work, ask timely questions, and seek clarification from the lead. Maintain quality and timeliness of client deliverables and meet client service expectations. Build and maintain positive relationships with internal teams and external clients. Gather client data and information needed for engagement and promptly communicate roadblocks or inefficiencies. Apply lessons learned from one engagement to the next and stay current on technology platform updates. Assist with special projects as assigned. Qualifications Associate’s degree required; bachelor’s degree in accounting or related field preferred. 0–3 years of experience in bookkeeping or accounting (experience in lieu of a degree may be accepted). Strong desire to provide exceptional client service with a professional demeanor and the ability to handle confidential matters. Excellent accuracy, attention to detail, and ability to follow directions and procedures. Strong organization, time‑management, and ability to work effectively in a deadline‑driven environment serving multiple clients. Effective communication, interpersonal, relationship‑building, collaboration, and problem‑solving skills. Adaptability and multitasking abilities. Quick learning of new technology and processes. Ability to work independently with clients and limited overtime when needed. Knowledge of accounting, bookkeeping, and payroll principles related to classifying, recording, and summarizing data. Experience with QuickBooks preferred. Proficiency with MS Office Suite. Benefits & Compensation Compensation is based on skill, experience, and location: Uniondale, NY: $24.00–$37.75 per hour. New York, NY: $30.00–$39.50 per hour. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. Equal Employment Opportunity Baker Tilly is an equal‑opportunity/affirmative‑action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity, sexual orientation, or any other legally protected basis. #J-18808-Ljbffr Baker Tilly Advisory Group, LP