Senior Tax Preparer presso BakerAvenue

As a purpose-driven wealth management company, Baker Avenue recognizes the importance of supporting financial wellness and success in our clients and our communities. We do this through our world-class impact investment strategies and an inclusive impact programming series. At Baker Avenue, we are firmly rooted in our commitment to diversity and values-based excellence through exceptional client service and community stewardship.

Founded in 2004, BakerAvenue is headquartered in San Francisco with offices in NYC, Dallas, Naples, Sun Valley, San Diego and Seattle. BakerAvenue is a premier Wealth Management firm serving individuals, families & foundations with holistic wealth management, including financial planning, trust and estate, taxation and philanthropy services.

This position plays a pivotal role in helping our clients with diverse tax needs and strategies. The ideal individual is an Enrolled Agent (although a tax focused CPA may be considered) with a minimum of 3 years direct tax preparation experience for the High Net Worth (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 unsupervised 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 returns.  We are a 1040 heavy house, 1041 and 1065 experience is a plus but not essential.  This is not a learning position – candidates must be “return ready.”
• 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 highly desirable.
• Preparation of tax analysis and projections especially estimated tax payments.
• 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 Baker Avenue’s wealth advisors.

Qualifications:

• At least three years of tax preparation experience EA preferred (or CPA license).
• Comfortable in a client facing role and working with high-net-worth individuals.
• Demonstrated experience in tax compliance.

• 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, and Capital Gains tax planning.
• 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 a must. Please don’t apply if you have not used Lacerte to prepare returns.
• Tech savvy.