The Role

This position plays a pivotal role in helping our clients with diverse tax needs and strategies. The ideal individual is an Enrolled Agent or tax focused CPA with a minimum of 2 years direct tax preparation experience for the HNW cohort.  The role is focused on tax preparation during tax season(s) with planning and business development support responsibilities at other times.  Must have the skill set and confidence to work un-supervised and directly with HNW clients.

This position will be based out of our San Francisco office and reports to the Partner of Tax Planning.

Responsibilities

• Tax return preparation. Must be able to take the lead in preparing to submission/review standard 1040, 1041, and 1065s for the HNW cohort.
• Liaise directly with clients in collecting all supporting tax documentation and delivering a smooth return experience for clients.
• Familiarity with Estate and Gift Tax and associated planning is a major plus.
• California return experience required.
• Multi-state exposure desirable.
• Preparation of tax analysis and projections especially estimated tax payments and form 2210.
• Work directly with clients to explain tax issues and keep clients compliant with their tax obligations.
• Stay current on new tax laws and position taxpayers for short-term and long-term tax optimization.
• Provide internal education and guidance to BakerAvenue’s wealth advisors.

Qualifications

• At least two full years (ideally more) of direct 1040 Tax Preparation experience
• EA or CPA license
• Comfortable in a client facing role and working with high-net-worth individuals
• Heavy exposure to 1040 preparation for HNW individuals – we are primarily 1040 focused
• Knowledge of taxation laws as relates to 1031, QSBS, Qualifying Opportunity Zones, Tax Loss Harvesting, Charitable Donations, Stock Compensation, Basis step-up, Roth IRAs, Post-tax Retirement Savings, Gifting, PTE Taxation, Capital Gains tax planning, short-term v long-term
• A genuine desire to know our clients and help them achieve what is most important to them
• Unwavering commitment to integrity in personal and professional activities
• Excellent communication skills – both oral and written
• Attention to detail, solid organizational skills, and ability to prioritize tasks
• Experience with Lacerte/Pro-connect and Excel
• Tech savvy
• Number Cruncher software experience a plus

Benefits

• Medical / Dental / Vision / Life / Disability Insurance
• High-deductible plan option with health savings account
• Employee assistance program
• Wellness allowance – $75 monthly
• Bereavement leave – 3 days paid for immediate family member or pet
• 401k with 3% match
• Commuter benefits
• Parental bonding leave – up to 100% of salary for 12 weeks
• Donation match – up to $500 annually
• Birthday PTO
• Vacation PTO
• Learning and Development stipend – up to $1000 annually
• Volunteer PTO – 1 day per quarter
• Monthly cell phone allowance – $75 month

BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.