Talent.com
Senior Associate, Private Wealth
Senior Associate, Private WealthBaker Tilly • Walnut Creek, CA, US
Senior Associate, Private Wealth

Senior Associate, Private Wealth

Baker Tilly • Walnut Creek, CA, US
12 days ago
Job type
  • Full-time
Job description

Private Wealth Tax Senior Associate

Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Private Wealth Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to individual and flow-through clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if : You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow What you will do : Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific 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 on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries Team with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740 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 Qualifications Successful candidates will have : Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and / or Bar exam in the state you are being considered CPA or JD license preferred Two (2)+ years of experience providing federal tax compliance and consulting services in a public accounting firm 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

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.

Create a job alert for this search

Senior Private Wealth • Walnut Creek, CA, US

Related jobs
Associate Banker

Associate Banker

Unavailable • Fremont, CA, United States
Full-time
Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show more
Last updated: 26 days ago • Promoted
Senior Investment Specialist, AssetMark Investment Solutions

Senior Investment Specialist, AssetMark Investment Solutions

AssetMark • Concord, CA, United States
Full-time
Assetmark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios.We partner exclusively with financial advisors on the AssetMark platform to provide client‑centr...Show more
Last updated: 13 days ago • Promoted
Account Associate - Commercial Lines (Hybrid Opportunity)

Account Associate - Commercial Lines (Hybrid Opportunity)

Insurance Office of America • Newark, CA, US
Full-time
Title : Account Associate - Commercial Lines.Las Vegas, NV or Pleasanton, CA.Please note : If this position is posted as either fully remote and / or hybrid, in accordance with company policy, individu...Show more
Last updated: 27 days ago
Tax Director, Private Wealth

Tax Director, Private Wealth

Baker Tilly US • Walnut Creek, CA, United States
Full-time
Retrieved from the description.Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global advantage in major regions of the U.New York, Lo...Show more
Last updated: 18 days ago • Promoted
Associate Manager

Associate Manager

Savers / Value Village • Vacaville, CA, US
Full-time
As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse a...Show more
Last updated: 30+ days ago
Regional Sales Associate

Regional Sales Associate

RepRally • Elmira, CA, United States
Full-time
We are seeking a motivated and customer-focused Field Sales Representative to join our dynamic team as we change the distribution industry. We're creating a unified platform that connects brands, sa...Show more
Last updated: 30+ days ago • Promoted
Entry Level Real Estate Agent - Coldwell Banker

Entry Level Real Estate Agent - Coldwell Banker

Coldwell Banker • Fairfield, CA, US
Full-time
Quick Apply
Searching for Real Estate Agents in Fairfield, California – New or Experienced!.We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Fairfield,...Show more
Last updated: 30+ days ago
Associate Banker

Associate Banker

East West Bank • Fremont, CA, United States
Full-time
Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show more
Last updated: 15 days ago • Promoted
Mortgage Finance Associate Attorney

Mortgage Finance Associate Attorney

Gpac • Walnut Creek, California, United States
Full-time
Quick Apply
If you're a "go to" person and see the big picture, this firm is looking for you.With the ability to help maintain long-term client relations, this is a great opportunity to continue to develop you...Show more
Last updated: 30+ days ago
Litigation Associate

Litigation Associate

Novate Legal Search • Walnut Creek, California, United States
Full-time
Quick Apply
Boutique firm in Walnut Creek is in immediate need for a Litigation Associate for their growing Insurance Defense practice. The ideal candidate will have at least 2+ years of law firm exp...Show more
Last updated: 5 days ago
Retail Sales Associate

Retail Sales Associate

Verizon • Vacaville, CA, United States
Full-time +1
A place to share your ideas freely - even if they're daring or different.Where the true you can learn, grow, and thrive.At Verizon, we power and empower how people live, work and play by connecting...Show more
Last updated: 30+ days ago • Promoted
Financial Advisor

Financial Advisor

First Command Financial Services • Fairfield, CA, United States
Full-time
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show more
Last updated: 15 days ago • Promoted
Financial Advisor

Financial Advisor

Fidelity Investments • Fairfield, CA, United States
Full-time
Join a leading financial services firm as a Financial Consultant, where you can focus on building deep, lasting relationships with clients rather than spending time on client acquisition.At Fidelit...Show more
Last updated: 13 days ago • Promoted
Financial Solutions Advisor Registration Candidate - Regency Center Financial Center

Financial Solutions Advisor Registration Candidate - Regency Center Financial Center

Bank of America • Vacaville, CA, United States
Full-time
Financial Solutions Advisor Registration Candidate - Regency Center Financial Center.To proceed with your application, you must be at least 18 years of age. To proceed with your application, you mus...Show more
Last updated: 10 days ago • Promoted
Private Equity Partnerships Growth Manager

Private Equity Partnerships Growth Manager

VirtualVocations • Fremont, CA, United States
Full-time
A prominent company in Fremont is seeking a Partner Manager to drive private equity partnerships and revenue.The ideal candidate will have experience managing partnerships, strong relationship-buil...Show more
Last updated: 1 day ago • Promoted
Sales Associate (Remote)

Sales Associate (Remote)

SureGuard • Walnut Creek, CA, US
Remote
Full-time
Quick Apply
Please be awake that we're not considering International candidates.Our company's received consecutive Top Company Culture awards from Entrepreneur Magazine and maintains high employee ratings on G...Show more
Last updated: 30+ days ago