Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Wealth Tax Associate

Baker Tilly US

Baker Tilly, a leading advisory, tax and assurance firm, is seeking a Tax Experienced Associate in Private Client Services/Private Wealth in Santa Clara, CA. You will deliver industry-focused tax advisory and compliance services to middle market clients as part of a collaborative engagement team. This role offers upward career trajectory, flexibility in how and where you work, and meaningful relationships with clients, teammates and leadership who care about your development. #J-18808-Ljbffr Baker Tilly US

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Wealth Tax Associate in Santa Clara, CA vacancy
  • Baker Tilly is a leading advisory, tax and assurance firm offering clients a coast-to-coast and global advantage...  ...U.S. regions and global centers. The Tax Experienced Associate in Private Client Services/Private Wealth role provides industry-focused tax advisory and... 
    Private
    Flexible hours

    bakertilly

    Santa Clara, CA
    3 days ago
  • $82.99k - $108.93k

    Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-...  ...consider joining Baker Tilly (BT) as a Tax Experienced Associate in Private Client Services/Private Wealth! This is a great opportunity to be a valued business... 
    Private
    Local area
    Worldwide
    Visa sponsorship

    BioForward, Inc.

    Santa Clara, CA
    1 day ago
  • $85.1k

     ...provides non-attest offerings, including tax and advisory services. In 2025, Grant...  ...for Hiring Ordinance. Job Description Tax Associate As a Tax Associate at Grant Thornton, your...  ...and Local Tax, International Tax, and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES... 
    Private
    Internship
    Seasonal work
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Flexible hours
    2 days per week

    Grant Thornton International

    San Jose, CA
    1 day ago
  •  ...Development Officer Employment Type: Permanent Department: Private Client Division: Private Client Services Workplace...  ...Requirements Minimum 7 years' experience in Trust Services or Wealth Management Sales. In-depth knowledge of types of trusts and... 
    Private
    Permanent employment
    Remote work
    Flexible hours

    JTC Group

    San Jose, CA
    15 hours ago
  • $180.27k - $220.33k

     ...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires... 
    Private
    Local area

    US Bank

    San Jose, CA
    1 day ago
  •  ...listen to your ideas. Job ResponsibilitiesPreparation and review of tax returns for Individuals, Partnerships, S and C-corporations...  ...years’ experience with the Financial Services industry supporting Private Equity, Venture Capital, Hedge Funds, and Real EstateMinimum of... 
    Private
    Full time
    Contract work
    Local area
    Flexible hours

    Armanino

    San Jose, CA
    4 days ago
  • $81.13k - $164.57k

     ...become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that...  ...what we stand for as a firmKPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice. Responsibilities:Provide... 
    Private
    Local area

    KPMG

    Santa Clara, CA
    2 days ago
  • $260k

     ...Mid/Senior-Level Transactional Tax Associate Baker McKenzie’s Tax Practice is a leader within...  ...policy, transfer pricing, indirect taxes and wealth management tax advice and planning. We...  ...investments in various asset classes, private investment offerings and mergers and acquisitions... 
    Private
    Hourly pay
    Full time
    Work at office
    Local area
    Worldwide

    Baker McKenzie

    Palo Alto, CA
    1 day ago
  •  ...onboarding, manage communications, support account operations and help organize client events. The role also involves maintaining CRM data, handling calls, scheduling appointments and ensuring regulatory compliance in a Private Wealth Management context. #J-18808-Ljbffr... 
    Private

    Robert W. Baird & Co. Incorporated

    Santa Clara, CA
    4 days ago
  •  ...support account operations, and help organize client events to enhance the client experience. The role emphasizes leveraging CRM tools, maintaining accuracy, and ensuring regulatory compliance while supporting the Private Wealth Management business. #J-18808-Ljbffr Baird
    Private

    Baird

    Santa Clara, CA
    2 days ago
  • $161.3k - $264.9k

     ...border compliance and risk assessment for tax, immigration, business travel, rewards...  .... Role Summary We are growing our Vialto Private practice and seeking an experienced Director...  ...with attorneys, private banks, wealth advisors, and other key intermediaries. Contribute... 
    Private
    Full time
    Private practice
    Remote work

    Vialto

    Campbell, CA
    4 days ago
  • $88.4k - $132.6k

     ...04Posted: 2026-07-11Location: San Jose, California, United StatesSalary: $88 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge... 
    Full time
    Work at office

    Citigroup

    San Jose, CA
    15 hours ago
  •  ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform. Industry Venture Capital...  ...platform, specifically targeting private wealth clients. This role involves managing asset-... 
    Private

    Confidential

    San Jose, CA
    2 days ago
  • $121.9k - $262.1k

     ...coordinator to simplify complexity for Private Bank clients by challenging and collaborating...  ...them to articulate and achieve their wealth goals. Create steams of highly...  ...Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association... 
    Private
    Work experience placement
    Private practice
    Work at office

    Fifth Third Bank

    Palo Alto, CA
    15 hours ago
  •  ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations Our client, a global...  ...matters, including: Estate planning, wills, and succession Wealth structuring, tax and estate planning Family and business governance Trusts,... 
    Private
    Private practice
    Work at office
    Worldwide
    3 days per week

    The Los Angeles County Bar Association - LACBA

    Sunnyvale, CA
    1 day ago
  •  ...Citi is seeking a Private Banker Sr. Principal in Palo Alto, California to effectively manage high-net-worth client relationships and...  ...ability to identify client needs to develop tailored solutions for wealth management. The ideal candidate will have over 15 years of... 
    Private

    Citi

    Palo Alto, CA
    4 days ago
  • JPMorganChase is seeking a Private Banker for the U.S. Private Bank in the Palo Alto area to advise families on wealth strategies. You will leverage investments, credit and banking knowledge to support current clients and drive new assets. You will work with a local team... 
    Private
    Local area

    JPMorganChase

    Palo Alto, CA
    15 hours ago
  • $77k - $214k

     ...The Opportunity Responsibilities Analyzing complex tax regulations to provide strategic guidance and compliance solutions for private companies Reviewing and preparing tax returns to support clients in meeting their tax obligations while minimizing risks of non-compliance... 
    Private
    Full time
    H1b

    PwC

    Palo Alto, CA
    5 days ago
  • A leading financial services firm is seeking a Private Client Advisor in Menlo Park, CA, responsible for providing comprehensive financial planning and advice to clients of varying wealth levels. The role requires at least 2 years of experience in a Financial Advisor position... 

    JPMorganChase

    Palo Alto, CA
    15 hours ago
  • $75k - $125k

    Morgan Stanley in Palo Alto, CA is seeking a Business Development Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role involves cultivating relationships, assisting in financial planning, and executing marketing... 
    Private

    Morgan Stanley

    Palo Alto, CA
    3 days ago
  •  ...leading law firm is seeking a Mid/Senior-Level Transactional Tax Associate in California. The role involves advising clients on the structuring...  ...tax experience across various sectors such as real estate and private equity, along with strong academic credentials. The position... 
    Private

    Baker McKenzie

    Palo Alto, CA
    15 hours ago
  • $106k - $150k

     ...lending to investments, insurance, and wealth planning, the First Citizens Wealth team...  ...Services relationship management, banking, Private Banking or Wealth Management OR High...  ...benefits program to meet the needs of our associates. More information can be found at #LI-BM... 
    Private
    Temporary work
    Local area

    First Citizens

    Palo Alto, CA
    2 days ago
  • $195.42k - $370.53k

     ...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...  ...a career in Advisory.KPMG is currently seeking a Director, Private Equity IT M&A -Due Diligence and Value Creation to join our KPMG... 
    Private
    H1b
    Local area

    KPMG

    Santa Clara, CA
    3 days ago
  • Morgan Stanley’s Polk Wealth Management team seeks a Senior Client Relationship Analyst who delivers exceptional client service while supporting investment activities. The role emphasizes building trusted client relationships and coordinating with the wealth management... 

    Morgan Stanley

    Palo Alto, CA
    2 days ago
  • $235k - $295k

     ...Job Description Job Description Direct Counsel is representing an Am Law 100 firm seeking a Private Wealth and Fiduciary Litigation Associate. This is a unique opportunity to work with a premier team handling high-stakes trust, estate, and fiduciary litigation for... 
    Private

    Direct Counsel

    San Jose, CA
    22 days ago
  • $260k - $390k

     ...Description Job Description Direct Counsel is seeking a Tax Associate to join a prestigious and growing tax practice in Palo Alto....  ...transactional tax matters involving mergers and acquisitions, private equity transactions, capital markets offerings, investment funds... 
    Private
    Flexible hours

    Direct Counsel

    Palo Alto, CA
    3 days ago
  •  ...high-quality services Industry Consumer Services Type Privately Held About the Role The Company is seeking a Vice...  ...distributed teams. The VP, Corporate Controller will also be involved in tax, audit, and compliance activities, and must be adept at managing... 
    Private

    Confidential

    San Jose, CA
    15 hours ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building...  ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and... 

    JPMorgan Chase

    Palo Alto, CA
    3 days ago
  • $250k

     ...California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Investment...  ...knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service... 
    Private
    Full time
    Local area

    Citigroup

    Palo Alto, CA
    15 hours ago
  •  ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity... 
    Private

    Confidential

    San Jose, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Tax Associate. Be the first to apply!