Tax Senior Associate, Private Client Services

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 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.

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• Baker Tilly and Moss Adams combined in 2025, and together we are now the #6 public accounting firm in the U.S, and growing.
• Join as a Tax Senior Associate in our Private Clients Services group in Nor Cal to deliver industry-focused tax advisory and compliance services to high-net-worth individuals and flow-through entities.
• Be a trusted member of the engagement team providing various tax compliance and consulting services 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, help 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 collaborate with specialty tax practices on complicated tax matters in state and local, high net worth, international, research and development, credits and incentives areas.
• Learn and grow from direct on-the-job coaching and mentoring along with firm-wide learning and development programs.
• Utilize entrepreneurial skills to network and build strong relationships internally and with clients.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
• Engage in friendships, social activities and team outings that encourage work-life balance.

• Bachelor's degree in accounting or law, or a related degree in business, with sufficient coursework and credits to sit for the CPA and/or Bar exam in the state of consideration.
• 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 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.

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.