Tax Senior Associate, Private Wealth — Flexible Growth

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

Job summary

Baker Tilly in Northern California seeks a Tax Senior Associate in Private Wealth to deliver tax compliance and advisory services to HNW individuals and flow-through entities. You will work with NorCal teams, helping clients navigate complex tax matters and regulatory changes.

The firm emphasizes development, client relationships, and flexible work scheduling within a leading CPA advisory environment. Successful candidates have a 4-year degree, CPA/Law/EA eligibility, and 3+ years of experience

Qualifications

• Time management and communication skills for client service.
• Strong analytical and problem-solving abilities in tax contexts.
• Leadership and collaboration within engagement teams.

Responsibilities

• Provide federal tax compliance and advisory services to private wealth and flow-through clients.
• Research tax issues and draft IRS responses.
• Collaborate with specialty tax practices on complex matters.
• Support client service and growth initiatives.

Skills

Time management

Communication

Interpersonal skills

Problem solving

Education

4-year degree

Bachelor’s/Master’s/Advanced degree in accounting

CPA/Law/EA eligibility

Tools

Microsoft Excel

Microsoft Office

Job description

Baker Tilly in Northern California seeks a Tax Senior Associate in Private Wealth to deliver tax compliance and advisory services to HNW individuals and flow-through entities. You will work with NorCal teams, helping clients navigate complex tax matters and regulatory changes.

The firm emphasizes development, client relationships, and flexible work scheduling within a leading CPA advisory environment. Successful candidates have a 4-year degree, CPA/Law/EA eligibility, and 3+ years of experience