Tax Senior Associate: Private Wealth & Compliance

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; USD 68,000 - 129,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States seeks a tax professional to join the engagement team, delivering tax compliance and advisory services for private wealth and mid-market clients. You will collaborate with senior leaders on complex matters, conduct tax research, and support cross-practice initiatives.

The role emphasizes client service, leadership, and growth through coaching and firm-wide development programs; strong communication and problem-solving skills are essential.

Qualifications

• 4-year degree required; license-eligible.
• Master’s degree or advanced degree desirable.
• CPA, Law License, or Enrolled Agent preferred.
• 3 years of tax compliance and consulting experience.
• Experience with private wealth/private client services preferred.
• Strong time management, communication, and problem-solving skills.

Responsibilities

• Be a trusted member of the engagement team providing tax compliance and consulting 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, draft IRS responses, and address tax authority inquiries.
• Collaborate with leaders on special projects across tax areas.
• Develop client recommendations and present to leadership for discussion.
• Communicate with specialty tax practices on state/local, international, and credits/incentives matters.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Education

Bachelor's degree

Master's degree

CPA or Enrolled Agent preferred

Licensed to practice law or similar

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP in the United States seeks a tax professional to join the engagement team, delivering tax compliance and advisory services for private wealth and mid-market clients. You will collaborate with senior leaders on complex matters, conduct tax research, and support cross-practice initiatives.

The role emphasizes client service, leadership, and growth through coaching and firm-wide development programs; strong communication and problem-solving skills are essential.