Tax Experienced Associate – Private Wealth, Private Client Services

Jobtailor; San Francisco (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor in San Francisco, CA seeks a tax professional to provide compliance and advisory services for S-corporations, partnerships, individuals, and corporations. You will collaborate with engagement teams, perform tax research, draft IRS responses, and support ASC 740 projects.

The role emphasizes relationship building, leadership, and collaboration with specialty tax practices across state/local, international, and credits and incentives matters.

Qualifications

• Requires a 4-year degree and professional licensure eligibility.
• One year of experience providing tax compliance and consulting services.
• CPA, Law License, or Enrolled Agent preferred; strong time management and communication skills required.

Responsibilities

• Provide tax compliance and consulting services to S-corporations, partnerships, individuals, and corporations in the middle market.
• Participate in tax research projects on various tax issues.
• Draft IRS responses and address tax authority inquiries.

Skills

Tax Research

IRS Response Drafting

Corporate Taxation

Flow-Through Taxation

ASC 740

Client Recommendations

Credits and Incentives

Time Management

Communication

Interpersonal Skills

Relationship Building

Problem Solving

Leadership

Organizational Skills

Adaptability

Microsoft Suite

Education

4-year degree

CPA

Law License

Enrolled Agent

Tools

Microsoft Office

Job description

• Provide tax compliance and consulting services as a trusted member of the engagement team
• Provide tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations in the middle market
• Participate in tax research projects on various tax issues
• Help draft IRS responses and address other tax authority inquiries
• Team with leaders on corporate and flow-through taxation projects, including accounting methods and ASC 740
• 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, and credits and incentives matters
• Build client relationships and network internally and externally
• Participate in learning, development, social activities, and team outings

Requirements

• 4-year degree
• License eligible
• One (1) year of experience providing tax compliance and consulting services required
• CPA, Law License, or Enrolled Agent 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
• No immigration sponsorship available for this position

Core Competencies

Demonstrates expertise in tax compliance and consulting services, with a focus on S-corporations, partnerships, and corporations. Strong capabilities in tax research, client relationship management, and collaboration with specialty tax practices are essential.

Highest-signal resume keywords

• Tax Compliance Services
• Tax Consulting Services
• CPA
• Project Management
• Microsoft Suite

Hard Skills

• Tax Research
• IRS Response Drafting
• Corporate Taxation
• Flow-Through Taxation
• ASC 740
• Client Recommendations
• Credits and Incentives

Soft Skills

• Time Management
• Communication
• Interpersonal Skills
• Relationship Building
• Problem Solving
• Leadership
• Organizational Skills
• Adaptability

Certifications & Qualifications

• CPA
• Law License
• Enrolled Agent

Industry Keywords

• Middle Market
• High Net Worth
• State and Local Tax
• International Tax
• Research and Development