Tax Senior Associate, Private Wealth

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

Job summary

Baker Tilly in San Francisco, CA is seeking a Tax Senior Associate in Private Wealth/Private Client Services to join our NorCal team. You will deliver tax planning, compliance, and advisory services to high-net-worth individuals and flow-through entities, working closely with partners and clients to craft practical solutions.

We value expertise in private wealth, strong communication, and a collaborative mindset, with opportunities for career growth, mentorship, and flexible work arrangements.

Qualifications

• 4-year degree required and CPA/EA eligibility preferred.
• 3+ years of tax compliance and advisory experience in public accounting.
• Experience with private wealth and flow-through clients is a plus.

Responsibilities

• Be a trusted advisor providing tax compliance and advisory services 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 and draft IRS responses for inquiries.
• Collaborate with leaders on special tax projects and develop client recommendations.
• Coordinate with specialty tax practices on state, local, international, and credits areas.

Skills

Tax compliance

Tax advisory

Public accounting

Client service

Team collaboration

Education

4-year degree

CPA/EA eligible

Tools

Microsoft Suite

Job description

Baker Tilly in San Francisco, CA is seeking a Tax Senior Associate in Private Wealth/Private Client Services to join our NorCal team. You will deliver tax planning, compliance, and advisory services to high-net-worth individuals and flow-through entities, working closely with partners and clients to craft practical solutions.

We value expertise in private wealth, strong communication, and a collaborative mindset, with opportunities for career growth, mentorship, and flexible work arrangements.