Tax Senior Associate, Private Wealth Advisory

Baker Tilly (US); San Francisco (CA); On-site; USD 77,000 - 100,000; Full time

Job summary

Baker Tilly is seeking a Tax Senior Associate in Private Wealth for the NorCal region. You will deliver tax advisory and compliance services to high-net-worth individuals and flow-through entities, work with partners and clients to craft strategies, and participate in firm-wide learning and development programs.

Join a growing national firm that emphasizes autonomy, client relationships, and career advancement while providing flexible schedules and development opportunities for your professional

Qualifications

• Minimum 4-year degree and CPA/Law/EA eligible.
• 3+ years of federal tax compliance/consulting in public firm.
• Private Wealth experience preferred.

Responsibilities

• Provide tax compliance and advisory services to private wealth and flow-through clients.
• Collaborate with leaders on tax research and IRS responses.
• Develop client recommendations and discuss with leadership.
• Coordinate with specialty tax practices on complex matters.
• Mentor and develop junior staff and foster team collaboration.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Education

4-year degree

Accounting degree

CPA/Law/EA eligible

Tools

Microsoft Office

Tax research tools

Job description

Baker Tilly is seeking a Tax Senior Associate in Private Wealth for the NorCal region. You will deliver tax advisory and compliance services to high-net-worth individuals and flow-through entities, work with partners and clients to craft strategies, and participate in firm-wide learning and development programs.

Join a growing national firm that emphasizes autonomy, client relationships, and career advancement while providing flexible schedules and development opportunities for your professional