Baker Tilly · 2 hours ago
Tax Experienced Associate, Private Client Services (Ultra HNW)
USA CA Rancho Cordova
Full-time
Onsite
New Grad, Entry Level
$57K/yr - $109K/yrBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. As a Tax Associate in Private Client Services for Ultra High Net Wealth clients, you will deliver tax advisory and compliance services, work closely with clients, and have opportunities for professional growth and development.
AccountingConsulting
No H1B
Responsibilities
Provide tax compliance and advisory services primarily to individuals, but also to S-corporations, partnerships, individuals and corporations ranging from small closely held business to middle market firms
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
Build friendships and strong work relationships while gaining valuable experience
Qualification
Required
Bachelor's or master's degree in accounting or law, or a related degree in business, with sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
Outstanding academic performance required, with a preferred GPA of 3.0 or above
Relevant internship, work experience and/or involvement with a professional organization
The ability to work effectively in a team environment with all levels of client personnel
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Organizational and analytical skills, initiative, adaptability
Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)
There is currently no immigration sponsorship available for this position
Company
Baker Tilly
At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.
Founded in 1987
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Francesca Lagerberg
Chief Executive Officer
Ben Lloyd
Chief Operating Officer
Recent News
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