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Private Wealth Senior Tax Associate
Private Wealth Senior Tax Associate-August 2024
Milwaukee
Aug 23, 2025
About Private Wealth Senior Tax Associate

  JOB REQUIREMENTS: Duties and Responsibilties of Job: Overview BakerTilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providingclients with a genuine coast-to-coast and global advantage in majorregions of the U.S. and in many of the world\'s leading financialcenters - New York, London, San Francisco, Los Angeles and Chicago.Baker Tilly is an independent member of Baker Tilly International, aworldwide network of independent accounting and business advisory firmsin 145 territories, with 41,000 professionals and a combined worldwiderevenue of \$4.7 billion. Please discuss the work location status withyour Baker Tilly talent acquisition professional to understand therequirements for an opportunity you are exploring. Baker Tilly is anequal opportunity/affirmative action employer. All qualified applicantswill 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 protectedbasis, in accordance with applicable federal, state or local law. Anyunsolicited 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 anauthorized recruitment agency (\"search firm\") for Baker Tilly US, LLP,there must be a formal written agreement in place and the agency must beinvited, by Baker Tilly\'s Talent Attraction team, to submit candidatesfor review via our applicant tracking system. Responsibilities BakerTilly, one of the fastest growing CPA advisory firms in the nation, hasan incredible career opportunity for a Private Wealth Senior TaxAssociate! Our Private Wealth practice services company executives,business owners, affluent families and family offices, estates, andtrusts in managing, preserving and transitioning wealth. Our consultingprofessionals provide comprehensive strategic income, trust, estate andgift tax, succession planning, valuation and international tax services.You will enjoy this role if: * You want to be your client\'s personaladvisor and help create a holistic approach to managing and enhancingtheir wealth at all stages of their lives. * You crave an opportunityto be part of a well-established high net wealth practice that continuesto achieve tremendous growth. What you\'ll do: * Assist in providingcompliance and consulting services to high-net-worth individuals,multi-generational affluent families, family offices and their privatebusinesses and/or investment entities: * Perform complex individual,partnership, S-corp, trust, estate, gift and state tax returns * Workon multiple engagements that deliver proactive tax planning andstrategic consulting including federal estate, gift, charitable planningand generation skipping tax * Build on technical competence by keepingup-to-date on trends, developments and technical authorities and applythem to complex situations * Learn and grow from direct and on the jobcoaching and mentoring along with participating in firm wide learningand development programs * Utilize your entrepreneurial skills tonetwork and build strong relationships internally and externally withclients * Support the growth and development of team membersQualifications Successful candidates will have: * An undergraduatedegree in Accounting or related field required * Actively pursuing aCPA, MST or JD/LLM preferred * Two (2) + year(s) experience in taxreturn review and planning for wealthy individuals, family members andtheir trusts, investment entities, and private businesses * Eligibilityto work in the U.S., without sponsorship, highly preferred AdditionalInformation #LI-JM3 #LI-hybrid ***** APPLICATION INSTRUCTIONS:Apply Online:https://www.aplitrak.com/?adid=YmJnZW5lcmljLjI0MDIyLjg3NzBAYmFrZXJ0aWxseWNvbXAuYX saXRyYWsuY29t

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