Tax Senior Associate - NorCal Private Wealth/Private Client Services

Baker Tilly • San Jose, CA

1d • $85,100 - $130,000

About The Position

Baker Tilly is hiring a Tax Senior Associate in Private Wealth to work with its Northern California teams. The role provides industry-focused tax advisory and compliance services to high-net-worth and ultra-high-net-worth individuals, flow-through entities, and middle-market clients. The position offers opportunities to build industry expertise, develop client relationships, and grow professionally through coaching, mentoring, and firm-wide learning programs. The work location status should be discussed with a Baker Tilly talent acquisition professional.

Requirements

• Four-year degree.
• Eligible to obtain a CPA license, law license, or Enrolled Agent (EA) credential.
• At least three years of experience.
• Eligibility to work in the United States without sponsorship.
• 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.

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 federal tax compliance and consulting services in a public accounting firm.
• Private Wealth industry experience.

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, help draft responses to the IRS, and address inquiries from other tax authorities.
• Work with leaders on special projects in various areas of tax.
• Develop recommendations for clients and discuss and strategize them with firm leadership.
• Coordinate with specialty tax practices on complex matters involving state and local tax, high-net-worth clients, international tax, research and development, and credits and incentives.
• Participate in on-the-job coaching and mentoring and 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior