Tax Senior Associate - Private Wealth, NorCal

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

Job summary

Baker Tilly is seeking a Tax Senior Associate in Private Wealth/Private Client Services for its NorCal teams. You will deliver tax compliance and advisory services to HNW clients and flow-through entities, while collaborating with leadership on complex projects and client solutions.

Join a growth-focused firm offering autonomy, career development, and meaningful client relationships in a dynamic private wealth practice. The role emphasizes industry expertise and client service excellence.

Qualifications

• 4-year degree required and license-eligible.
• CPA, Law License, or Enrolled Agent preferred.
• Three years of tax compliance and consulting experience.
• Experience in private wealth and private client services preferred.
• Strong leadership, project management, organizational and analytical skills.
• Proficiency in Microsoft Office and related software.

Responsibilities

• Provide tax compliance and advisory services to private wealth and flow-through clients.
• Participate in tax research projects and draft IRS responses.
• Collaborate with leaders on special tax projects and client recommendations.
• Coordinate with specialty tax practices on state/local, international, credits and incentives.

Skills

Time management

Leadership

Analytical skills

Communication

Education

Bachelor's degree

Master's degree

Job description

Baker Tilly is seeking a Tax Senior Associate in Private Wealth/Private Client Services for its NorCal teams. You will deliver tax compliance and advisory services to HNW clients and flow-through entities, while collaborating with leadership on complex projects and client solutions.

Join a growth-focused firm offering autonomy, career development, and meaningful client relationships in a dynamic private wealth practice. The role emphasizes industry expertise and client service excellence.