Senior Tax Associate – Private Wealth, Private Client Services

Jobtailor; San Francisco (CA); On-site; USD 140,000 - 180,000; Full time

Job summary

Baker Tilly San Francisco is seeking a tax professional to provide tax compliance and advisory services to high-net-worth individuals, S corporations, partnerships, and middle-market companies. You will participate in tax research projects and draft IRS responses while collaborating with senior leaders on complex tax matters.

You will develop client recommendations, support specialty tax practices on state and local issues, and help grow client relationships.

Qualifications

• 4-year degree required.
• Must be license-eligible.
• Master’s degree 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.

Responsibilities

• Provide tax compliance and advisory services to high-net-worth and ultra-high-net-worth individuals, S corporations, partnerships, and middle-market corporations.
• Participate in tax research projects across various tax issues.
• Draft IRS responses and address other tax authority inquiries.
• Collaborate with leaders on special tax projects.
• Develop client recommendations and share them with leadership for discussion and strategy.
• Collaborate with specialty tax practices on state and local, high-net-worth, international, research and development, credits, and incentives matters.
• Build internal and client relationships through networking.
• Support team member growth through the Baker Tilly Care and Teach philosophy.
• Participate in client-facing work and deliver industry-focused tax advisory and compliance services.

Skills

Tax compliance & consulting

Tax research

IRS response drafting

Project management

Communication

Time management

Private wealth services

Education

Bachelor's degree

Master’s degree

Tools

Microsoft Office

Job description

• Provide tax compliance and advisory services to high-net-worth and ultra-high-net-worth individuals, S corporations, partnerships, and middle-market corporations
• Participate in tax research projects across various tax issues
• Draft IRS responses and address other tax authority inquiries
• Collaborate with leaders on special tax projects
• Develop client recommendations and share them with leadership for discussion and strategy
• Collaborate with specialty tax practices on state and local, high-net-worth, international, research and development, credits, and incentives matters
• Build internal and client relationships through networking
• Support team member growth through the Baker Tilly Care and Teach philosophy
• Participate in client-facing work and deliver industry-focused tax advisory and compliance services

Requirements

• 4-year degree required
• Must be license-eligible
• Master’s degree or other advanced degree 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 time management, communication, interpersonal, relationship-building, collaboration, and problem-solving skills
• Strong leadership, project management, organizational, and analytical skills
• Initiative and adaptability
• Microsoft Suite skills
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

Core Competencies

Demonstrates expertise in tax compliance and advisory services for high-net-worth individuals and corporations, with strong capabilities in tax research, client relationship management, and project leadership. Proficient in delivering industry-focused tax solutions while fostering team growth and collaboration.

Highest-signal resume keywords

• Tax Compliance Services
• Tax Advisory Services
• CPA or Law License
• Private Wealth Services
• Project Management

ATS Optimization Keywords

Hard Skills

• Tax Research
• IRS Response Drafting
• Client Recommendations
• Analytical Skills
• Time Management

Soft Skills

• Communication Skills
• Interpersonal Skills
• Relationship Building
• Collaboration
• Problem-Solving

Certifications & Qualifications

• CPA
• Law License
• Enrolled Agent

Industry Keywords

• High-Net-Worth Individuals
• S Corporations
• Partnerships
• Middle-Market Corporations
• Credits and Incentives

Tools & Technologies

• Microsoft Suite