Tax Experienced Associate - NorCal Private Wealth/Private Client Services
$57.46k - $108.93kBaker Tilly
Tax Experienced Associate
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:
- 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
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: $57,460 to $108,930
- In CA: the pay rate range is $70,220 to $108,900
- Baker Tilly is recruiting a Tax Experienced Associate in Private Client Services/Private Wealth. This role focuses on industry-focused tax advisory and compliance for middle market clients, offering upward career trajectory, flexibility, and meaningful client relationships...Private client
- ...Officer Employment Type: Permanent Department: Private Client Division: Private Client Services Workplace Structure: Remote Role Overview... ...Minimum 7 years' experience in Trust Services or Wealth Management Sales. In-depth knowledge of types of...Private clientPermanent employmentRemote workFlexible hours
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- ...we are passionate about helping our clients, caring for our employees, building... ...delivering extraordinary customer service, and maintaining a strong commitment... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- JPMorganChase is seeking a Private Client Banker in Branch Banking to manage the banking relationship for affluent clients and a broader... ...with specialists, while ensuring compliance and promoting self-service options for convenient access to accounts. #J-18808-Ljbffr...Private client
$161.3k - $264.9k
...in global mobility services. Our purpose is to... ...opportunity for our clients, stakeholders, and... ...risk assessment for tax, immigration, business... ...growing our Vialto Private practice and seeking an experienced Director to advise... ..., private banks, wealth advisors, and other...Private clientFull timePrivate practiceRemote work$88.4k - $132.6k
...United StatesSalary: $88 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) SAFE Act is a seasoned... ...through advice, counsel and/or facilitating services to others in area of specialization. Work and performance...Private clientFull timeWork at office$88.4k - $132.6k
...United StatesSalary: $88,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is... ...through advice, counsel and/or facilitating services to others in area of specialization. Work and performance...Private clientFull timeWork at office- Baker Tilly US is seeking a High Net Worth Tax Managing Director to lead the private wealth tax practice. You will work with executives and family offices,... ...delivering strategic income, trust, estate and gift tax services while mentoring staff and driving growth. This role...Private practice
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$235k - $295k
...representing an Am Law 100 firm seeking a Private Wealth and Fiduciary Litigation Associate. This is a unique opportunity to... ..., and case strategy Advise clients on complex probate, fiduciary, and... ...~ Strong interpersonal and client service skills ~ Admission to the...- Head Of Private Client Services For The Us Commercial Business Are you looking for a fantastic opportunity to work with a dynamic and fast-growing portfolio of brands? Brands like Hendrick's Gin, Glenfiddich Whiskey, and The Balvenie! William Grant & SonsPrivate client
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private client
- JPMorgan Chase is seeking a Financial Advisor to build client relationships, deliver personalized investment solutions, and educate clients... ...client needs. The candidate should have 2+ years in financial services, a Series 7, Series 66 or equivalent, and Life/Health/LTC...Private client
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and...Private client
$69k - $74k
...in the west region. Serving clients since 1959, SingerLewak has... ...consulting industry. Providing the services of a large firm with a... ...their workload. Prepares income tax returns for corporations,... ...-$92,000.00 3 weeks ago Tax Experienced Associate, Core Tax Services San Jose,...Hourly payFull timeWork experience placementLocal area$180.27k - $220.33k
...growth of medium to large size high net worth client relationships. Builds a team of Banking,... ...expert capable of handling complex wealth and relationship management issues, providing... ...partner with colleagues to identify and service unique clients' needsWell-developed...Local area- ...Tax DirectorWe are seeking an experienced Tax Director to join our Private Client advisory practice, specializing in tax planning and compliance... ...strategic tax advisory services, technical review,... ...estate and gift tax planning, wealth transfer strategies, and high...Private clientPrivate practiceLocal area
- ...worth individuals on complex U.S. and international tax matters. You will provide strategic guidance,... ...junior talent, and help expand the cross‑border private tax practice. The ideal candidate has strong U.S. private client tax experience with international exposure,...Private clientRemote jobPrivate practiceFlexible hours
$195.42k - $370.53k
...number one priority. With a wealth of learning and career development... ...seeking a Director, Private Equity IT M&A -Due Diligence... ...diligenceprojects for Private Equity clients, assessing platform and add-... ...work hours, and years of service, KPMG provides Personal Time...Private clientH1bLocal area$125k - $185k
Tax Manager - High-Net-Worth & Family OfficeJoin... ...salary, high-impact client advisory, and a clear... ...leadership await an experienced tax professional ready... ...family office services, including philanthropy... ...in a family office, private client, or wealth management tax practice...Private clientPermanent employmentFull timeWork at office$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty... .... Responsibilities: Deliver wealth management services to clients with... ...experience Job Family Group: Private Client Coverage Job Family: Client...Private clientFull time$91.2k - $140k
...market leader in global mobility services. Our purpose is to 'Connect... ...presents a rare opportunity for our clients, stakeholders and colleagues.... ...and risk assessment for tax, immigration, business travel,... ...LLM a plus 6-8 years of U.S. private client tax experience, ideally...Private clientWork at officeRemote work$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy... ...efficiencies. As a Senior Associate you shall analyze complex problems... ...PwC does not intend to hire experienced or entry level job seekers who...H1b- Vialto Partners is seeking a technically strong and client-focused Manager to join our expanding PCS practice in the U.S. You will manage the delivery of U.S. tax compliance and planning services for globally mobile individuals and families, including U.S. citizens abroad...Private client
- JPMorgan Chase & Co. in California seeks a Private Client Advisor to offer comprehensive financial planning and investment advisory services to individuals and families. You will build deep client relationships, deliver customized investment solutions, and coordinate with...Private client
$75k - $130k
...Description Job Description Wealth Advisor Wealth Advisor... ...Overview We are seeking a client-focused Wealth Advisor to provide... ...broader planning for retirement, tax, estate, and legacy objectives... ...management, financial planning, private client advisory, or a related...Private clientOngoing contractWork at officeLocal area- JPMorganChase is seeking a Private Client Advisor in Saratoga, California to provide financial planning and personalized investment solutions to clients. The role requires a minimum of 2 years in financial advisory, a Series 7 license, and success in client relationships...Private client
- Baird is seeking a Client Assistant to support one or more Financial Advisors in delivering outstanding client service and operational support. You will coordinate onboarding,... ...regulatory compliance while supporting the Private Wealth Management business. #J-18808-Ljbffr...
$88.4k - $132.6k
.... Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support... ...or equivalent experience Job Family Group Private Client Coverage Job Family Financial Planning Services...Private clientFull timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Experienced Associate - NorCal Private Wealth/Private Client Services. Be the first to apply!


