Tax Senior Associate, Private Wealth — Flexible Schedule & Growth

Baker Tilly US; Walnut Creek (CA); On-site; USD 87,000 - 129,000; Full time

Job summary

Baker Tilly US, a leading advisory, tax and assurance firm, seeks a Tax Senior Associate in Private Wealth/Private Client Services to support HNW clients across NorCal. You will deliver tax compliance, advisory services and industry-focused guidance, collaborating with partners and teams to drive client success and growth.

Join a fast-growing firm that offers an autonomous schedule, professional development, and meaningful client relationships.

Qualifications

• 4-year degree required, and must be license-eligible
• Master’s degree or other advanced degree is desirable
• CPA, Law License, or Enrolled Agent preferred
• Three (3) years of experience providing tax compliance and consulting services
• Experience in private wealth and private client services preferred
• Strong leadership, project management, organizational and analytical skills, initiative, adaptability
• Microsoft Suite skills
• Highly developed software and Microsoft Suite skills

Responsibilities

• Be a trusted member of the engagement team providing tax compliance and consulting services to private wealth and flow-through clients
• Provide tax compliance and advisory services to individuals, s-corporations, partnerships, and corporations in the middle-market space
• Participate in tax research projects, draft IRS responses and address tax authority inquiries
• Team with leaders on special projects in various areas of tax
• Develop recommendations for client to discuss with leadership
• Communicate with specialty tax practices on complex tax matters in state/local, international, credits and incentives areas
• Learn and grow through on-the-job coaching and firm-wide development programs
• Network and build strong relationships internally and with clients
• Support growth and development of team members through Baker Tilly philosophy
• Enjoy friendships, social activities and team outings

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

CPA preferred

Master’s degree desirable

Tools

Microsoft Office

Job description

Baker Tilly US, a leading advisory, tax and assurance firm, seeks a Tax Senior Associate in Private Wealth/Private Client Services to support HNW clients across NorCal. You will deliver tax compliance, advisory services and industry-focused guidance, collaborating with partners and teams to drive client success and growth.

Join a fast-growing firm that offers an autonomous schedule, professional development, and meaningful client relationships.