Private Wealth Tax Senior Associate

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; USD 101,000 - 130,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Tax Senior Associate to join our Private Wealth/Private Client Services team in Northern California. You will deliver tax compliance and advisory services tailored to high-net-worth individuals and flow-through entities, working closely with partners and clients to provide proactive strategies.

You will engage in tax research, draft IRS responses, and collaborate across state, local, and international tax matters while mentoring junior staff and

Qualifications

• Eligible to obtain CPA, Law License, or EA.
• Three (3) years of experience in tax services at a public accounting firm.

Responsibilities

• Be a trusted member of the engagement team delivering tax compliance and advisory services.
• Provide tax compliance and advisory services to private wealth and flow-through clients (HNW).
• Participate in tax research projects and respond to IRS inquiries.
• Collaborate with leaders on special tax projects and develop client recommendations.
• Work with state/local, international tax matters and credits and incentives areas.
• Mentor and develop team members as part of professional growth.

Skills

Tax compliance

Tax advisory

Private wealth clients

Public accounting experience

CPA eligibility

Education

CPA eligibility

Bachelor's degree inAccounting

Master's degree preferred

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP is seeking a Tax Senior Associate to join our Private Wealth/Private Client Services team in Northern California. You will deliver tax compliance and advisory services tailored to high-net-worth individuals and flow-through entities, working closely with partners and clients to provide proactive strategies.

You will engage in tax research, draft IRS responses, and collaborate across state, local, and international tax matters while mentoring junior staff and