Baker Tilly
Senior Associate, Private Wealth Tax
Baker Tilly, San Francisco, California, United States, 94199
Overview
Private Wealth Senior Tax Associate
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Private Wealth Senior Tax Associate!
Our Private Wealth practice services company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.
You will enjoy this role if :
You want to be your client's personal advisor and help create a holistic approach to managing and enhancing their wealth at all stages of their lives.
You crave an opportunity to be part of a well-established high net wealth practice that continues to achieve tremendous growth.
Responsibilities
Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and / or investment entities :
Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns
Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
Learn and grow from direct and 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 externally with clients
Support the growth and development of team members
Qualifications
An undergraduate degree in Accounting or related field required
Actively pursuing a CPA, EA or JD / LLM preferred
Two (2) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses
Eligibility to work in the U.S., without sponsorship, highly preferred
The compensation range for this role is $67,880 to $128,690. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Private Wealth Senior Tax Associate!
Our Private Wealth practice services company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.
You will enjoy this role if :
You want to be your client's personal advisor and help create a holistic approach to managing and enhancing their wealth at all stages of their lives.
You crave an opportunity to be part of a well-established high net wealth practice that continues to achieve tremendous growth.
Responsibilities
Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and / or investment entities :
Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns
Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
Learn and grow from direct and 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 externally with clients
Support the growth and development of team members
Qualifications
An undergraduate degree in Accounting or related field required
Actively pursuing a CPA, EA or JD / LLM preferred
Two (2) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses
Eligibility to work in the U.S., without sponsorship, highly preferred
The compensation range for this role is $67,880 to $128,690. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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