Tax Experienced Associate – Private Wealth Advisory

Baker Tilly US; San Francisco (CA); On-site; USD 70,000 - 109,000; Full time

Job summary

Baker Tilly US, LLP in San Francisco is seeking a Tax Experienced Associate within Private Wealth/Private Client Services. You will deliver industry-focused tax advisory and compliance services to private clients and closely held businesses, supporting growth and trusted advisor relationships.

This role offers upward career trajectory, flexibility in where you work, and meaningful connections with clients, teammates and leadership who care about your development.

Qualifications

• 4-year degree and license eligibility required.
• CPA, Law License, or Enrolled Agent preferred.
• One year of tax compliance and consulting experience required.
• Strong leadership, communication, and analytical skills.

Responsibilities

• Be a trusted member providing tax compliance and consulting services to industry specific clients.
• Provide tax compliance and advisory services to S-corporations, partnerships, individuals 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 corporate and flow through taxation such as accounting methods and ASC740.
• 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 externally with clients.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Skills

Leadership

Project management

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Education

Bachelor's degree or equivalent

CPA, Law License, or Enrolled Agent preferred

Tools

Microsoft Office

Job description

Baker Tilly US, LLP in San Francisco is seeking a Tax Experienced Associate within Private Wealth/Private Client Services. You will deliver industry-focused tax advisory and compliance services to private clients and closely held businesses, supporting growth and trusted advisor relationships.

This role offers upward career trajectory, flexibility in where you work, and meaningful connections with clients, teammates and leadership who care about your development.