Private Wealth Tax Manager

Baker Tilly Advisory Group, LP; Seattle (WA); On-site; USD 91,000 - 173,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a Tax Manager for its Private Wealth/High Net Worth team in NorCal. You will deliver tax compliance and advisory services to affluent clients, partnering with firm leadership to drive client outcomes.

You will mentor staff and contribute to the growth of the practice. Join a fast-growing advisory firm and shape client strategies while expanding your leadership and technical skills in a collaborative environment, with flexible work options and a focus on

Qualifications

• 4-year degree required.
• Master's or advanced degree preferred.
• CPA, Law License, or Enrolled Agent.
• Five years of federal/state tax compliance & advisory experience in professional services.
• Two years supervisory experience & mentoring.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals and families.
• Prepare complex returns for individuals, partnerships, trusts and estates.
• Deliver proactive tax planning and strategic consulting across federal estate, gift, and GST.

Skills

Tax compliance

Leadership

Client service

Communication

Analytical

Project management

Mentoring

Education

Bachelor's degree

Master's degree preferred

CPA/Law/EA

Tools

Microsoft Excel

Microsoft Office

Job description

Baker Tilly Advisory Group, LP seeks a Tax Manager for its Private Wealth/High Net Worth team in NorCal. You will deliver tax compliance and advisory services to affluent clients, partnering with firm leadership to drive client outcomes.

You will mentor staff and contribute to the growth of the practice. Join a fast-growing advisory firm and shape client strategies while expanding your leadership and technical skills in a collaborative environment, with flexible work options and a focus on