Private Wealth Tax Senior Manager

Baker Tilly (US); Medford (OR); On-site; USD 106,000 - 180,000; Full time

Job summary

Baker Tilly, one of the nation’s leading CPA advisory firms, seeks a Tax Senior Manager, Private Wealth to join the Seattle Tax practice. You will work with high net worth individuals, family offices and their private businesses, delivering compliance and strategic planning across estates, gifts and generations.

The role emphasizes leadership, client service and collaboration with attorneys, bankers and investment advisors.

Qualifications

• Bachelor’s degree or higher in accounting.
• CPA, Law License, or EA credential.
• Eight (8) years of experience in tax.
• Eight (8)+ years of supervisory experience in tax.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, multi-generational families, family offices and their entities.
• Lead multiple engagements delivering tax planning and consulting including estate, gift and generation skipping tax.
• Advise on business succession planning.
• Keep up-to-date on tax developments and apply to complex situations.
• Assist with managing engagement staffing, billings and profitability targets.
• Build relationships with clients and internal teams.

Skills

Leadership

Client service

Communication

Project management

Education

4-year degree

CPA, Law License, or EA

Bachelor’s, master’s, or advanced degree in accounting

Tools

Microsoft Suite

Job description

Baker Tilly, one of the nation’s leading CPA advisory firms, seeks a Tax Senior Manager, Private Wealth to join the Seattle Tax practice. You will work with high net worth individuals, family offices and their private businesses, delivering compliance and strategic planning across estates, gifts and generations.

The role emphasizes leadership, client service and collaboration with attorneys, bankers and investment advisors.