BakerAvenue Wealth Management · 2 weeks ago
Senior Tax Preparer
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$100K/yr - $115K/yr
3+ years expBakerAvenue is a purpose-driven wealth management company focused on supporting financial wellness and success. The Senior Tax Preparer will play a pivotal role in helping clients with diverse tax needs, primarily focusing on tax preparation and providing business development support.
CommunitiesFinancial ServicesWealth Management
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
Qualification
Required
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
Preferred
Familiarity with Estate and Gift Tax and associated planning is a major plus
California return experience required
Multi-state exposure highly desirable
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
Learning and Development stipend – up to $1000 annually
Volunteer PTO – 1 day per quarter
Monthly cell phone allowance – $75 monthly
Company
BakerAvenue Wealth Management
Since 2004, BakerAvenue has guided clients through personal and professional transitions.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jerry Luff, CFP
Partner, COO
Doug Couden
Chief Investment Officer
Company data provided by crunchbase