Senior Tax Associate - Private Wealth International

Baker Tilly Advisory Group, LP; Walnut Creek (CA); On-site; USD 103,000 - 150,000; Full time

Job summary

Baker Tilly, one of the fastest growing CPA advisory firms, seeks a Senior Tax Associate to join our Private Wealth International practice in California. You will assist high-net-worth individuals, families and family offices with complex tax compliance and planning, including trusts, estates and international disclosures.

This role offers exposure to global asset management and cross-border advice, mentorship, and the opportunity to grow within a well-established private wealth team.

Qualifications

• Undergraduate degree in Accounting or related field required.
• Active pursuit of CPA, MST or JD/LLM preferred.
• Two+ years experience in tax return preparation for wealthy individuals and their trusts.
• Two+ years experience in international asset disclosure for individuals with foreign investments.
• Interest in helping affluent families preserve and grow wealth.

Responsibilities

• Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational families, family offices and their private businesses; prepare and review complex returns and international disclosures.
• Analyze international holdings for disclosure and plan around foreign assets to minimize global tax.
• Work on multiple engagements delivering proactive tax planning and strategic consulting including estate, gift and generation skipping tax.
• Stay up-to-date on trends and apply authorities to complex situations.
• Learn and grow through coaching and firm-wide development programs.
• Network and build relationships with clients and internally to support growth.

Education

Undergraduate degree in Accounting or related field

CPA / MST / JD / LLM pursuing

2+ years tax return preparation experience

2+ years international asset disclosure experience

Interest in affluent families and wealth management

Job description

Baker Tilly, one of the fastest growing CPA advisory firms, seeks a Senior Tax Associate to join our Private Wealth International practice in California. You will assist high-net-worth individuals, families and family offices with complex tax compliance and planning, including trusts, estates and international disclosures.

This role offers exposure to global asset management and cross-border advice, mentorship, and the opportunity to grow within a well-established private wealth team.