Tax Senior Associate - NorCal Private Wealth/Private Client Services

Baker Tilly • San Francisco, CA

22h

About The Position

Baker Tilly is hiring a Tax Senior Associate to join its Northern California Private Wealth team. 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 businesses. The Senior Associate works as a trusted member of engagement teams, advising clients, addressing complex tax matters, and developing recommendations in coordination with firm leaders and specialty tax practices. The position also supports team development, client relationships, and the growth of the firm. The work location arrangement 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.
• Skills in time management, communication, interpersonal relations, relationship building, collaboration, and problem solving.
• Leadership, project management, organizational, and analytical skills, as well as 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 federal 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 other tax authority inquiries.
• Work with leaders on special projects in various tax areas.
• Develop recommendations for clients and share them with leadership for discussion and strategy.
• 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.
• Learn through 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 the Baker Tilly Care and Teach philosophy.
• Manage client service and tax engagement work while developing professional and technical skills.

Benefits

• Compensation and benefits package for eligible employees.
• Career development and learning programs, including on-the-job coaching and mentoring.
• Autonomy to manage schedule and career through programs referenced as My Time Off, My Development, and Dress for Your Day.
• Friendships, social activities, and team outings that encourage work-life balance.

What This Job Offers

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