Tax Senior Associate - NorCal Private Wealth

Baker Tilly Canada; San Francisco (CA); On-site; USD 101,000 - 130,000; Full time

Job summary

Baker Tilly is seeking a Tax Senior Associate specializing in Private Wealth/Private Client Services for our Northern California teams. You’ll deliver tax compliance and advisory services to HNW clients, including flow-through entities, with opportunities for mentorship and leadership growth.

You’ll work in a collaborative firm known for its growth, client focus, and flexible development programs, helping you advance professionally while serving middle-market clients in a dynamic tax environment.

Qualifications

• 4-year degree and eligibility to obtain CPA, Law License, or EA.
• 3 years of experience in tax compliance and consulting in a public accounting firm.
• Private Wealth industry experience is preferred.

Responsibilities

• 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 and draft IRS responses; address tax authority inquiries.
• Collaborate with leaders on special projects in various areas of tax.
• Develop recommendations for the client to discuss with leadership.
• Learn and grow through on-the-job coaching and firm-wide learning programs.
• Support growth and development of team members through Baker Tilly Care and Teach philosophy; build relationships with clients and colleagues.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Microsoft Office

Education

Bachelor’s degree in accounting

4-year degree

CPA

Tools

Tax research software

General tax software

Job description

OverviewBaker 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 serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou 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 decisionsYou 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 tomorrowWhat 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 spaceParticipate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiriesTeam with leaders on special projects in various areas of taxDevelop recommendations for the client to consider and share with leadership to discuss and strategizeCommunicate 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 areasLearn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programsUtilize your entrepreneurial skills to network and build strong relationships internally and with your clientsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balanceQualificationsSuccessful candidates will have:Minimum Qualifications:4-year degreeEligible to obtain CPA, Law License, or EAThree (3) years of experiencePreferred Qualifications:CPA, Law License, or EABachelor’s, master’s, or advanced degree in accountingThree (3)+ years of experience providing tax compliance and consulting services in a public accounting firmPrivate Wealth industry experience is preferredDemonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solvingStrong leadership, project management, organizational and analytical skills, initiative, adaptabilityHighly developed software and Microsoft Suite skillsEligibility to work in the U.S. without sponsorship#LI-MS1The pay range for this is $100,600 to $130,000. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.