Tax Associate, Private Client Services – Ultra HNW
Baker Tilly US
full-time
Posted on:
Location Type: Office
Location: San Jose • California • United States
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Salary
💰 $57,460 - $108,930 per year
About the role
- Be a trusted member of the engagement team providing various tax compliance and consulting services
- 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
Requirements
- 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.)
Benefits
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax compliancetax advisorytax researchIRS responsescorporate taxationflow through taxationaccounting methodsASC740credits and incentiveshigh net worth taxation
Soft Skills
communicationteamworkrelationship buildingcollaborationproblem solvingtime managementorganizational skillsanalytical skillsinitiativeadaptability
Certifications
CPABar exam