Private Wealth Tax Senior Associate

Baker Tilly International; San Francisco (CA); Presencial; USD 101.000 - 130.000; Jornada completa

Descripción de la vacante

Baker Tilly is seeking a Tax Senior Associate for NorCal Private Wealth in San Francisco. You will deliver tax compliance and advisory services to high-net-worth individuals and flow-through entities, joining a growing private wealth team.

Ideal candidates have CPA eligibility, 3+ years public accounting tax experience, and strong leadership and analytical skills. The firm emphasizes work-life balance and career development.

Formación

• 4-year degree required.
• Eligible to obtain CPA, Law License, or EA.
• Three (3) years of experience in tax compliance and consulting in a public accounting firm.
• Private Wealth industry experience is preferred.
• Strong time management, communication, interpersonal skills, relationship building, collaboration, and problem solving.
• Leadership, project management, organizational and analytical skills.
• Proficiency with Microsoft Office and tax software.
• Eligibility to work in the U.S. without sponsorship.

Responsabilidades

• Provide tax compliance and advisory services to private wealth and flow-through clients.
• Assist individuals (HNW and Ultra-HNW), S-corporations, partnerships, and mid-market corporations with tax compliance and advisory work.
• Participate in tax research projects and draft IRS responses to inquiries.
• Collaborate with leaders on special tax projects across various areas.
• Develop client recommendations and share with leadership for strategic discussion.
• Coordinate with specialty tax practices on complex state/local, international, and credits matters.
• Engage in on-the-job coaching and firm-wide learning programs to grow professionally.
• Network and build relationships with clients and internal teams.
• Support team development through Baker Tilly Care and Teach philosophy.

Conocimientos

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Analytical skills

Educación

Bachelor's degree in accounting or related field

CPA eligible / CPA candidate

Herramientas

Microsoft Office

Tax software

Descripción del empleo

Baker Tilly is seeking a Tax Senior Associate for NorCal Private Wealth in San Francisco. You will deliver tax compliance and advisory services to high-net-worth individuals and flow-through entities, joining a growing private wealth team.

Ideal candidates have CPA eligibility, 3+ years public accounting tax experience, and strong leadership and analytical skills. The firm emphasizes work-life balance and career development.