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Tax Senior Associate – Private Wealth, Private Client Services
Baker Tilly US. Provide tax compliance and advisory services to HNW and Ultra-HNW individuals, S-corporations, partnerships, and middle-market corporations .
Posted 10/15/2026full-timeSan Francisco • California • United StatesSenior💰 $85,100 - $130,000 per yearWebsite
About the role
Key responsibilities & impact- Provide tax compliance and advisory services to HNW and Ultra-HNW individuals, S-corporations, partnerships, and middle-market corporations
- Participate in tax research projects across a variety of tax issues
- Help draft IRS responses and address other tax authority inquiries
- Team with leaders on special projects across various tax areas
- Develop client recommendations and share them with leadership for discussion and strategizing
- Communicate and collaborate with specialty tax practices on state and local, high net worth, international, research and development, credits, and incentives matters
- Learn through direct coaching, mentoring, and firm-wide learning and development programs
- Network and build strong internal and client relationships
- Support team member growth through the Baker Tilly Care and Teach philosophy
- Participate in friendships, social activities, and team outings
Requirements
What you’ll need- 4-year degree
- Eligible to obtain CPA, Law License, or EA
- Three (3) years of experience
- Three (3)+ years of experience providing federal tax compliance and consulting services in a public accounting firm
- Private Wealth industry experience is preferred
- Demonstrated skills in time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
- Strong leadership, project management, organizational and analytical skills, initiative, and adaptability
- Highly developed software and Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship
Benefits
Comp & perks- Flexibility in how and where you get your work done
- Autonomy to own your schedule and career through structured programs
- My Time Off
- My Development
- Dress for Your Day
- Direct on-the-job coaching and mentoring
- Firm-wide learning and development programs
- Work-life balance encouraged through friendships, social activities and team outings
- Baker Tilly Care and Teach philosophy supporting professional goals
- Compensation and benefits package for eligible employees