Tax Senior Associate - NorCal Private Wealth
About The Position
Baker Tilly is hiring a Tax Senior Associate in Private Wealth/Private Client Services to work with its Northern California teams. The role delivers industry-focused tax advisory and compliance services to high-net-worth individuals and flow-through entities, serving as a trusted business advisor to clients and a valued member of engagement teams. The position offers opportunities to build industry expertise, develop client relationships, and grow through coaching, mentoring, and firm-wide learning programs. The role provides tax compliance and advisory services to individuals, S-corporations, partnerships, and middle-market corporations. It also involves tax research, drafting responses to the IRS and other tax authorities, contributing to special tax projects, developing client recommendations, and coordinating with specialty tax practices. The successful candidate will support team members’ professional development and contribute to strong internal and client relationships.
Requirements
- Four-year degree.
- At least three years of experience.
- Eligible to obtain a CPA, law license, or EA credential.
- Eligibility to work in the U.S. without sponsorship.
Nice To Haves
- CPA, law license, or EA credential.
- Bachelor’s, master’s, or advanced degree in accounting.
- Three or more years of experience providing tax compliance and consulting services in a public accounting firm.
- Private Wealth industry experience.
- Demonstrated time management, communication, interpersonal, relationship-building, collaboration, and problem-solving skills.
- Strong leadership, project management, organizational, and analytical skills, along with initiative and adaptability.
- Highly developed software and Microsoft Suite skills.
Responsibilities
- Provide tax compliance and advisory services to high-net-worth and ultra-high-net-worth individuals, S-corporations, partnerships, and middle-market corporations.
- Participate in tax research projects and help draft IRS responses and address inquiries from other tax authorities.
- Work with leaders on special projects across various areas of tax.
- Develop recommendations for clients and discuss and strategize them with leadership.
- Coordinate with specialty tax practices on complex matters involving state and local tax, high-net-worth tax, international tax, research and development, and credits and incentives.
- Learn through direct on-the-job coaching and mentoring and participate in firm-wide learning and development programs.
- Network and build strong relationships with clients and colleagues.
- Support team members’ growth and development in keeping with Baker Tilly’s Care and Teach philosophy.
- Participate in social activities and team outings that encourage work-life balance.
Benefits
- Compensation and benefits package for eligible employees.
- Flexibility in how and where work is done.
- Structured programs supporting time off and professional development.
- Coaching, mentoring, and firm-wide learning and development programs.
- Social activities and team outings that encourage work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
