Tax Senior Associate, Private Wealth – NorCal

Baker Tilly US; San Francisco (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 to join our NorCal teams. You will provide tax compliance and advisory services to HNW individuals and flow-through entities.

As one of the fastest growing firms, Baker Tilly offers upward career trajectory, flexible work arrangements, and meaningful client relationships. The role emphasizes industry-focused tax advisory and development opportunities.

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

Responsibilities

• Be a trusted member of the engagement team providing various tax compliance and consulting services, primarily 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 on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries
• Team with leaders on special projects in various areas of tax
• Develop recommendations for the client to consider and share with leadership to discuss and strategize
• Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Education

Bachelor's degree

Master's degree

CPA or EA preferred

Tools

Microsoft Office

Job description

Baker Tilly is seeking a Tax Senior Associate in Private Wealth/Private Client Services to join our NorCal teams. You will provide tax compliance and advisory services to HNW individuals and flow-through entities.

As one of the fastest growing firms, Baker Tilly offers upward career trajectory, flexible work arrangements, and meaningful client relationships. The role emphasizes industry-focused tax advisory and development opportunities.