Private Wealth Tax Senior Associate (NorCal)

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

Job summary

Baker Tilly, a leading advisory, tax and assurance firm, seeks a Tax Senior Associate in Private Wealth/Private Client Services to join the NorCal teams. You’ll deliver tax compliance and advisory services to HNW clients and flow-through entities, partnering with leaders on complex projects and developing client strategies.

As a valued business advisor, you’ll engage with cross-functional teams, evolve professionally, and enjoy autonomy in scheduling.

Qualifications

• 4-year degree required, and must be license-eligible
• Master’s degree or other advanced degree is desirable
• CPA, Law License, or Enrolled Agent preferred
• Three (3) years of experience providing tax compliance and consulting services
• Experience in private wealth and private client services preferred
• Demonstrated skills in time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Strong leadership, project management, organizational and analytical skills, initiative, adaptability
• Eligibility to work in the U.S. without sponsorship preferred

Responsibilities

• Be a trusted member of the engagement team providing various 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
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Education

4-year degree

Master’s degree desirable

CPA/Law/Enrolled Agent preferred

Tools

Microsoft Suite

Job description

Baker Tilly, a leading advisory, tax and assurance firm, seeks a Tax Senior Associate in Private Wealth/Private Client Services to join the NorCal teams. You’ll deliver tax compliance and advisory services to HNW clients and flow-through entities, partnering with leaders on complex projects and developing client strategies.

As a valued business advisor, you’ll engage with cross-functional teams, evolve professionally, and enjoy autonomy in scheduling.