Tax Senior Associate - Private Wealth

Baker Tilly•Redwood City, CA

About The Position

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers. This role is for a Tax Senior Associate in the Private Wealth sector. It offers the opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. The firm emphasizes upward career trajectory, flexibility in work location, and meaningful relationships. The role is ideal for someone looking to build expertise in a specific industry, act as a trusted business advisor, and work for a firm that prioritizes client and employee interests with transparent decision-making. The firm offers structured programs for career development and autonomy over schedules. The role involves professional growth, client service, and technical accounting skill development, leading to a career with endless opportunities.

Requirements

4-year degree required
Eligibility to obtain CPA, Law License, or Enrolled Agent required
Three (3) years of experience providing tax compliance and consulting services
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred

Nice To Haves

Experience with tax compliance for individuals and flow-throughs in the private wealth space preferred

Responsibilities

Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients
Provide tax compliance and advisory services to S-corporations, partnerships, and private wealth individuals
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