Tax Senior Associate, Private Wealth
$67.88k - $128.69kBaker Tilly Advisory Group, LP
Overview Baker Tilly is a leading advisory, tax and assurance firm with a nationwide presence. Responsibilities 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 on a variety of tax issues, helping to 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 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 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 Bachelor’s degree in accounting, law or a related business degree with sufficient coursework to sit for the CPA and/or Bar exam in the state. Cpa, Law License, or Enrolled Agent preferred. Three (3) years of experience providing tax compliance and consulting services in a public accounting firm. Strong skills in time management, communication, interpersonal skills, relationship building, collaboration, problem solving, leadership, project management, organization, analytical skills, initiative, adaptability. Microsoft Suite skills (highly developed). Eligibility to work in the U.S. without sponsorship preferred. Compensation Pay range: National $67,880 - $128,690; California $86,500 - $128,690. Equal Opportunity Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. #J-18808-Ljbffr
$86.5k - $128.69k
...Baker Tilly Advisory Group, LP is seeking a Tax Compliance Consultant role based in Santa Clara, CA. This position involves providing tax compliance and consulting services to various clients and participating in tax research projects. Candidates should possess a Bachelor...SeniorPrivate$77k - $214k
...to 20% A career within PwC Private will provide the opportunity... ...advisory needs such as audit, tax compliance, and planning to help... ...focus on key issues like wealth management, compliance, cash... ...now and in the future. As a Senior Associate, you'll work as part of a team...SeniorPrivateFull timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others,...SeniorFull timeH1b$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members...SeniorFull timeH1b- ...are seeking an experienced and detail-oriented Senior Tax Accountant to join our finance team at a leading Private Equity Fund. The ideal candidate will have a strong... ...with tax regulations and mitigate risks associated with non-compliance. Portfolio Company Support...SeniorPrivateWork at officeLocal area
$75.5k - $149.6k
...core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously... ....Job Description:As a State and Local Senior Associate your role will include identifying and... ...to provide audit services to public and private entities while also helping clients...SeniorPrivateLocal areaWorldwide$75.5k - $149.6k
...core part of our DNA across our audit, tax, and consulting groups. That's why we continuously... ...Description: As a State and Local Senior Associate your role will include identifying and... ...to provide audit services to public and private entities while also helping clients...SeniorPrivateLocal areaRemote workWorldwide$55k - $151.47k
...Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and... ...and optimise their tax positions. In private tax at PwC, you will focus on providing... ..., AMT, and year-end planning. As a Senior Associate you analyze complex problems, mentor...SeniorPrivateFull timeH1b- ...banking and fostering a culture where associates thrive. We are dedicated to supporting... ...Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial... ...Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are...SeniorPrivateImmediate start
$170k - $210k
...management, business management, tax, estate, insurance, and more,... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...you will help a wide range of private investors, business owners, company... ...management. Job Summary: The Senior Wealth Advisor focuses on...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$76k - $125.3k
...’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...comprehensive and specialized tax assistance tailored to the... ...facets of hedge fund, private equity fund and mutual fund taxation... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$34.32k - $90k
...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients...SeniorPrivateTemporary workWork at officeLocal area$170k - $210k
...management, business management, tax, estate, insurance, and more,... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...you will help a wide range of private investors, business owners, company... ...management. Job Summary: The Senior Wealth Advisor focuses on...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...providing dedicated tax technical services to both US... ...specialized facets of hedge fund, private equity fund and mutual fund taxation... ...key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$140k - $165k
Cresset Capital in Palo Alto is seeking an experienced accounting professional to manage the Accounting staff and oversee client financial management. This role requires strong communication skills and experience managing complex engagements. The ideal candidate will have...SeniorPrivateFull timeWork at office$90.3k - $127.1k
...to your ideas. Job Responsibilities Review and prepare corporate tax compliance on behalf of clients. Projects may include... ...firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations...SeniorPrivateFull timeContract workLocal areaFlexible hours$104k - $168k
...begins with you. About this role: Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment... ...banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or...SeniorPrivateWork experience placementWork at officeImmediate start$76k - $125.3k
...’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...comprehensive and specialized tax assistance tailored to the... ...facets of hedge fund, private equity fund and mutual fund taxation... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- ...Family Office Advisory Senior Analyst New York, NY or San Francisco, CA... ...investment support, insurance, legal, tax, estate planning, and broader wealth advisory needs. The Senior Analyst... ..., tax advisors, insurance brokers, private banking contacts, security...SeniorPrivateWork at office
- A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree. Key responsibilities include...Private
- ...Baker Tilly is seeking a Tax Senior Associate for their corporate tax division. The successful candidate will deliver tax advisory and compliance services primarily to middle market clients in California, enhancing their career while contributing to a fast-growing firm...SeniorFlexible hours
$88k - $123.74k
...Baker Tilly Advisory Group, LP is seeking a tax compliance and advisory professional to provide services to c-corporations, s-corporations, and partnerships. The role requires a minimum of three years of experience in public accounting and offers a hybrid work model with...Senior- ...Consulting When it comes to careers in tax and business advisory services, True... ...middle market companies, both public and private, throughout the United States. Our experienced... ...the Role – Federal and International Senior Tax Consultant Requirements •\tBachelor...SeniorPrivate
- ...Charles Schwab Corporation in Sunnyvale is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will grow your practice by consolidating client assets and networking while ensuring an outstanding investor...SeniorFlexible hours
- ...a robust national practice, representing private funds (including hedge, VC/PE, and hybrid... ...well as cybersecurity. CFM is seeking Associates with experience advising private funds on... ...candidates that have experience advising on tax issues related to funds and it is...PrivateRemote work
$98k - $128.69k
...Overview BakerTilly is a leading advisory, tax and assurance firm providing clients with a coast‑to‑coast and global advantage in major U.S. and international financial centers, including NewYork, London, SanFrancisco, LosAngeles, Chicago and Boston. We offer professional...SeniorWork at officeLocal area$81.13k - $164.57k
...become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that... ...and what we stand for as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services practice....SeniorLocal area$98k - $128.69k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...If yes, consider joining Baker Tilly (BT) as a Corporate Tax Senior Associate for NorCal! This is a great opportunity to be a valued...SeniorLocal areaWorldwide$90k - $110k
...Tax Senior / Supervising Senior Associate At GHJ we help our people and clients pursue their passions, build... ...dealing with complex tax issues for privately held businesses, including federal,... ...and future clientele with strategic wealth preservation and planning...SeniorLocal areaWorldwide- ...Job Description Job Description Job Description: R&D Senior Tax Consultant About True Partners Consulting True Partners Consulting... ...tax and business advisory firm that helps large public and private enterprises navigate complex tax and financial regulations...SeniorPrivateWork at office
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