Tax Senior Associate - NorCal Private Wealth

Baker Tilly Advisory Group; San Francisco (CA); Híbrido; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Baker Tilly Advisory Group in San Francisco is seeking a Tax Senior Associate for Private Wealth/Private Client Services. You will deliver tax compliance and advisory services to high net worth individuals and flow-through entities, partnering with NorCal teams to support growth and client service excellence.

The role offers collaboration with leadership, exposure to industry-focused advisory, and flexible work arrangements to support your development and client service goals.

Formación

• Experience delivering tax compliance and advisory services for private wealth and flow-through clients.
• Ability to research complex tax issues and prepare client-ready analyses.
• Strong client service mindset with clear, proactive communication.

Responsabilidades

• Provide tax compliance and advisory services to private wealth and flow-through clients.
• Work with s-corporations, partnerships, and corporations in the middle-market space.
• Conduct tax research and respond to IRS inquiries as needed.
• Collaborate with leadership on complex tax matters and proposals.
• Develop tailored client solutions and communicate recommendations to clients and team.
• Partner with specialty tax teams on state/local, international, credits and incentives areas.

Conocimientos

Tax compliance

Tax advisory

Private wealth / HNW

Client communication

Educación

Bachelor’s degree in Accounting

CPA preferred

Descripción del empleo

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

Moss Adams and Baker Tilly are now in their second year merged into the #6 public accounting and advisory firm in the US, and are continuing to grow. Would you like to bolster your own career while joining the BT team to grow along with us?

If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate in Private Wealth/Private Client Services, working with our NorCal teams! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to HNW individuals and flow-throughs. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if:

• You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve


• You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges


• You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions


• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)


• You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow

What you will do:

• 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 you