Private Wealth Tax Senior Advisor

Moss Adams LLP; San Francisco (CA); On-site; USD 101,000 - 130,000; Full time

Job summary

Baker Tilly is hiring a Tax Senior Associate in NorCal Private Wealth. You will join a growing advisory firm delivering industry-focused tax services to high-net-worth individuals and flow-through entities, collaborating with partners and specialists to provide compliant and strategic tax solutions.

Ideal candidates bring 3+ years in public accounting tax, CPA eligibility, and a drive to grow within a leading firm that values client service and technical expertise.

Qualifications

• 4-year degree required.
• CPA/Law/EA eligibility preferred.
• 3+ years of tax consulting experience in public accounting.
• Private Wealth experience is a plus.

Responsibilities

• Provide tax compliance and advisory services to private wealth and flow-through clients.
• Work with individuals (HNW and Ultra-HNW), S-corporations, partnerships, and mid-market entities.
• Contribute to tax research and respond to IRS notices and inquiries.
• Collaborate on projects with leadership and specialty tax teams.
• Mentor and develop junior staff within the firm.

Skills

Time management

Communication

Leadership

Project management

Organizational skills

Analytical thinking

Education

Bachelor's degree in accounting

CPA eligibility

Tools

Microsoft Office

Job description

Baker Tilly is hiring a Tax Senior Associate in NorCal Private Wealth. You will join a growing advisory firm delivering industry-focused tax services to high-net-worth individuals and flow-through entities, collaborating with partners and specialists to provide compliant and strategic tax solutions.

Ideal candidates bring 3+ years in public accounting tax, CPA eligibility, and a drive to grow within a leading firm that values client service and technical expertise.