Tax Senior Associate - NorCal Private Wealth

Baker Tilly•San Francisco, CA

11d

About The Position

Baker Tilly is hiring a Tax Senior Associate to join its NorCal Private Wealth/Private Client Services 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 Senior Associate works as a trusted business advisor and engagement-team member, develops client recommendations, collaborates with leaders and specialty tax practices, and builds strong relationships with clients and colleagues. The position offers on-the-job coaching and mentoring, firm-wide learning and development programs, and opportunities to contribute to team members’ professional growth. Baker Tilly describes the role as offering flexibility in how and where work is performed, career development, and a work-life balance supported by social activities and team outings. The role requires eligibility to work in the U.S. without sponsorship. The stated pay range is $100,600 to $130,000; actual compensation depends on relevant qualifications, experience, certifications, work arrangements, location, and business needs.

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 U.S. without sponsorship.
Demonstrated time-management, communication, interpersonal, relationship-building, collaboration, and problem-solving skills.
Strong 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 Enrolled Agent (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.

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 other tax authority inquiries.
Work with leaders on special projects in various areas of tax.
Develop client recommendations 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, international tax, research and development, and credits and incentives.
Learn and develop through direct on-the-job coaching, mentoring, and firm-wide learning and development programs.
Network and build strong relationships internally and with clients.
Support team members’ growth and development in keeping with the Baker Tilly Care and Teach philosophy.