Tax Associate – Private Wealth, Private Client Services

Baker Tilly US

Tax Experienced Associate providing private wealth compliance and advisory services at Baker Tilly, a leading public accounting firm. Supporting HNW clients, tax research, IRS responses, and specialty tax matters.

Posted 8/20/2026full-timeSanta Clara • California • 🇺🇸 United StatesJuniorMid-Level💰 $73,420 - $108,930 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax compliance and advisory services for S-corporations, partnerships, and high-net-worth individuals, with strong capabilities in project management, communication, and relationship building.

Highest-signal resume keywords

Tax Compliance ServicesTax Advisory ServicesCPA EligibilityProject ManagementMicrosoft Suite Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceTax ConsultingTax ResearchIRS Response DraftingAnalytical Skills

Soft Skills

Time ManagementCommunicationInterpersonal SkillsRelationship BuildingProblem-Solving

Certifications & Qualifications

CPALaw LicenseEnrolled Agent

Industry Keywords

S-CorporationsPartnershipsHigh-Net-Worth IndividualsCorporate TaxCredits and Incentives

About the role

Key responsibilities & impact

Provide tax compliance and advisory services to S-corporations, partnerships, HNW and Ultra-HNW individuals, and corporations ranging from small to middle market
Participate in tax research projects on a variety of tax issues
Help draft IRS responses and address other tax authority inquiries
Team with leaders on special projects
Develop recommendations for clients and share them with leadership for discussion and strategy
Communicate and collaborate with specialty tax practices on state and local, international, research and development, credits, and incentives matters
Learn and grow through direct on-the-job coaching, mentoring, and firm-wide learning and development programs
Network and build strong internal and external client relationships

Requirements

What you’ll need

4-year degree required
Eligibility to obtain CPA, Law License, or Enrolled Agent required
One (1) year of experience providing tax compliance and consulting services required
Demonstrated time management, communication, interpersonal, relationship building, collaboration, and problem-solving skills
Strong leadership, project management, organizational, and analytical skills
Initiative and adaptability
Microsoft Suite skills
No immigration sponsorship available for this position

Benefits

Comp & perks

Flexibility in how and where you get your work done
Autonomy to own your schedule and career through structured programs
My Time Off
My Development
Dress for Your Day
Direct on-the-job coaching and mentoring
Firm-wide learning and development programs
Friendships, social activities and team outings that encourage a work-life balance
Comprehensive compensation and benefits package to eligible employees