Senior Tax Associate - High Net Wealth

Expiring today

Baker Tilly US, LLP
Vienna, VA
Jul 23, 2022
Aug 08, 2022
Full Time
Overview: Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the US 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 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion. Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your 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. Responsibilities: Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior Tax Associate to join our growing High Net Worth Tax practice! Our High Net Worth Tax 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'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 returnsWork 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 situationsLearn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programsUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clientsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balance Qualifications: Successful candidates will have: An undergraduate degree in Accounting or related field requiredActively 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 businessesAn interest to assist affluent families and individuals enhance and preserve their wealthEligibility to work in the US, without sponsorship, highly preferred#LI-JM3#LI-hybrid#LI-remote