JOB REQUIREMENTS: Overview 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. Any
unsolicited resumes submitted through our website or to Baker Tilly US,
LLP, employee e-mail accounts are considered property of Baker Tilly US,
LLP, and are not subject to payment of agency fees. In order to be an
authorized recruitment agency (\"search firm\") for Baker Tilly US, LLP,
there must be a formal written agreement in place and the agency must be
invited, by Baker Tilly\'s Talent Attraction team, to submit candidates
for review via our applicant tracking system. Responsibilities Baker
Tilly, one of the fastest growing CPA advisory firms in the nation, has
an incredible career opportunity for a Private Wealth Senior Tax
Associate! Our Private Wealth practice services 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. What you\'ll 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 complex 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 * Support the growth and development of team members
Qualifications Successful candidates will have: * An undergraduate
degree in Accounting or related field required * Actively pursuing a
CPA, MST or JD/LLM preferred * Two (2) + year(s) experience in tax
return review and planning for wealthy individuals, family members and
their trusts, investment entities, and private businesses * Eligibility
to work in the U.S., without sponsorship, highly preferred Additional
Information #LI-JM3 #LI-hybrid ***** APPLICATION INSTRUCTIONS:
Apply Online:
https://www.aplitrak.com/?adid=YmJnZW5lcmljLjA2MjEyLjg3NzBAYmFrZXJ0aWxseWNvbXAuYXBsaXRyYWsuY29t