Baker Tilly US
Senior Associate, Private Wealth Tax
Baker Tilly US, San Jose, California, United States, 95199
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a 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.
Job Description 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.
What You’ll Do
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 Successful candidates will have:
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.
Seniority level Mid-Senior level
Employment type Full-time
Job function Accounting/Auditing and Finance
Industries Accounting
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Job Description 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.
What You’ll Do
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 Successful candidates will have:
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.
Seniority level Mid-Senior level
Employment type Full-time
Job function Accounting/Auditing and Finance
Industries Accounting
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