Tax Senior Associate, Private Wealth

Baker Tilly US

Tax Senior Associate providing tax compliance and advisory services to private wealth clients. Trusted member of the engagement team at Baker Tilly in San Francisco, CA.

Posted 5/15/2026full-timeSan Francisco • California, Oregon • 🇺🇸 United StatesSenior💰 $67,880 - $128,690 per yearWebsite

About the role

Key responsibilities & impact

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 S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies
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

Requirements

What you’ll need

Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered
CPA, EA, or JD license preferred
Two (2)+ years of experience providing tax compliance and consulting services in a public accounting firm
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
Microsoft Suite skills
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred.

Benefits

Comp & perks

Life at Baker Tilly | Baker Tilly

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax compliancetax consultingtax researchIRS responsesS-corporationspartnershipshigh net worthcredits and incentivesproject managementanalytical skills

Soft Skills

communicationinterpersonal skillsrelationship buildingcollaborationproblem solvingleadershiporganizational skillsinitiativeadaptabilitytime management

Certifications

CPAEAJD