Senior Tax Associate – Estate, Gift, and Trust

Baker Tilly US

Tax Senior Associate providing estate, gift, and trust compliance and consulting services at Baker Tilly. Focus on middle-market clients with opportunities for professional development and team collaboration.

Posted 6/19/2026full-timeSan Jose • California • 🇺🇸 United StatesSenior💰 $98,000 - $128,690 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

tax compliancetax advisory servicestax researchIRS responsesestate tax compliancegift tax compliancetrust tax complianceconsulting servicesproject managementanalytical skills

Soft Skills

communicationinterpersonal skillsrelationship buildingcollaborationproblem solvingleadershiptime managementorganizational skillsinitiativeadaptability

Tools & Technologies

Microsoft Suite

Certifications & Qualifications

License Eligible CPALaw LicenseEnrolled Agent

Industry Keywords

high net worthinternational taxresearch and developmentcredits and incentivesestate planninggift planningtrust planning

About the role

Key responsibilities & impact

Provide tax compliance and advisory services related to estate, gift and trust matters
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
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

4-year degree, and License Eligible CPA, Law License, or Enrolled Agent preferred
Three (3) years of experience providing tax compliance and consulting services
Specific experience in estate, gift, and trust tax compliance and consulting work 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
Microsoft Suite skills
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities
Social activities and team outings that encourage work-life balance