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Private Wealth Senior Tax Associate
Tysons Corner, VA It's time to apply! At Baker Tilly, we invest in our people. As you begin your journey, you will have access to a wide range of benefits and programs that support your professional development and overall well-being. We also recognize that each of us has a different way of thinking, learning, and working. By joining our team, you will discover an environment that encourages diversity and embraces inclusion. Whether you are just starting out, looking to enhance your technical skills, or seeking a challenging career in a rapidly growing organization, Baker Tilly is the place for you! As a Private Wealth Senior Tax Associate, you will have the opportunity to work with high-net-worth individuals, affluent families, and family offices in managing, preserving, and transitioning their wealth. This is a permanent placement position located in Tysons, Virginia, and requires at least two years of experience in tax return review and planning for wealthy individuals and their trusts, investment entities, and private businesses. The ideal candidate will have an undergraduate degree in Accounting or a related field and be actively pursuing a CPA, MST, or JD/LLM. Responsibilities: - Provide 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 tax returns for individuals, partnerships, S-corps, trusts, estates, gifts, and state taxes - Work on multiple engagements to deliver proactive tax planning and strategic consulting services - Stay up-to-date on industry trends, developments, and technical authorities to apply them to complex situations - Participate in on-the-job coaching and mentoring, as well as firm-wide learning and development programs - Utilize your networking and relationship building skills to foster strong connections with clients and colleagues - Support the growth and development of team members Qualifications: - Undergraduate degree in Accounting or a related field - Actively pursuing a CPA, MST, or JD/LLM preferred - At least two years of experience in tax return review and planning for wealthy individuals, families, trusts, investment entities, and private businesses - Eligibility to work in the U.S. without sponsorship highly preferred Company Overview: **MEMBERS ONLY**SIGN UP NOW*** is a leading advisory CPA firm with a global presence and a strong reputation for providing clients with top-notch service. As an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms, Baker Tilly has access to resources and expertise in 145 territories and a combined worldwide revenue of $4.7 billion. Baker Tilly is committed to creating a diverse and inclusive workplace and 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. Why Work at Baker Tilly? - Access to a wide range of benefits and programs to support professional development and well-being - A diverse and inclusive workplace that encourages diversity and embraces inclusion - Opportunities for growth and development in a rapidly growing organization - The chance to work with high-net-worth individuals, affluent families, and family offices in managing and preserving their wealth - A chance to be part of a well-established high net wealth practice that continues to achieve tremendous growth Apply now to join the Baker Tilly team and take the next step in your career! |
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