Private Wealth Tax Senior Associate — NorCal

Baker Tilly US; San Jose (CA); On-site; USD 87,000 - 129,000; Full time

Job summary

Baker Tilly US, LLP is seeking a Tax Senior Associate in Private Wealth/Private Client Services to join our NorCal teams. You will deliver tax advisory and compliance services to high-net-worth individuals and flow-through entities, partnering with clients and senior leaders to craft tailored strategies.

Join a fast-growing, nationally-recognized firm that values mentorship, flexible programs, and a collaborative culture, with opportunities to advance within a leading CPA advisory firm serving

Qualifications

• 4-year degree required and license-eligible.
• Master’s degree or other advanced degree desirable.
• CPA, Law License, or Enrolled Agent preferred.
• Three years of experience providing tax compliance and consulting services.
• Experience in private wealth and private client services preferred.
• Strong leadership, project management, organizational and analytical skills.

Responsibilities

• Be a trusted member of the engagement team providing tax compliance and consulting services, primarily to private wealth and flow-through clients.
• Provide tax compliance and advisory services to individuals (HNW and Ultra-HNW), s-corporations, partnerships, and corporations in the middle-market space.
• 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 tax.
• 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.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Education

Bachelor's degree (4-year)

Master’s degree

CPA / EA / Law license

Tools

Microsoft Office

Job description

Baker Tilly US, LLP is seeking a Tax Senior Associate in Private Wealth/Private Client Services to join our NorCal teams. You will deliver tax advisory and compliance services to high-net-worth individuals and flow-through entities, partnering with clients and senior leaders to craft tailored strategies.

Join a fast-growing, nationally-recognized firm that values mentorship, flexible programs, and a collaborative culture, with opportunities to advance within a leading CPA advisory firm serving