Private Wealth Experienced Tax Associate

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. 

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 

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. 

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Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Private Wealth Experienced Tax Associate to join our growing Private Wealth practice in our New York office!

Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.  We help 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.
• You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.

What you will 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 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
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Successful candidates will have:

• An undergraduate degree in Accounting or related field required
• Actively pursuing a CPA, MST or JD/LLM preferred
• One (1) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses
• An interest to assist affluent families and individuals enhance and preserve their wealth
• Eligibility to work in the U.S., without sponsorship, highly preferred

For California, Colorado, New York and Washington: The compensation range for this role is $61,070 to $105,480. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.