Tax Senior Associate - NorCal Private Wealth

Overview

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 – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

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Job Description:

 

Moss Adams and Baker Tilly are now in their second year merged into the #6 public accounting and advisory firm in the US, and are continuing to grow. Would you like to bolster your own career while joining the BT team to grow along with us?

If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate in Private Wealth/Private Client Services, working with our NorCal teams! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to HNW individuals and flow-throughs. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if:
 

• You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
• You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions
• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
• You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow

What you will do:

• Be a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients:
• Provide tax compliance and advisory services to individuals (HNW and Ultra-HNW), s-corporations, partnerships,  and corporations in the middle-market space
• 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

Qualifications

Successful candidates will have: 

Minimum Qualifications:  

• 4-year degree 

• Eligible to obtain CPA, Law License, or EA 

• Three (3) years of experience 

Preferred Qualifications:  

• CPA, Law License, or EA 

• Bachelor’s, master’s, or advanced degree in accounting 

• Three (3)+ years of experience providing tax compliance and consulting services in a public accounting firm 
• Private Wealth industry experience is preferred

• 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 

• Highly developed software and Microsoft Suite skills 

• Eligibility to work in the U.S. without sponsorship 

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The pay range for this is $100,600 to $130,000. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.