Private Wealth Tax Senior Manager — Seattle

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

Job summary

Baker Tilly, a leading CPA advisory firm, seeks a Tax Senior Manager, Private Wealth to join our Seattle High Net Worth tax practice. You will manage engagements for wealthy individuals, families, and private businesses, delivering strategic tax planning and compliance.

We value leadership, deep knowledge of estate and gift taxation, and collaboration with attorneys and investment advisors. A seasoned professional with eight years of experience and CPA/Law/EA credentials is ideal.

Qualifications

• 4-year degree required.
• CPA, Law License, or EA required.
• Eight (8) years of experience required.
• Experience in tax return review and planning for wealthy individuals, family offices, and private businesses.

Responsibilities

• Lead multiple engagements delivering proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax.
• Provide compliance and consulting services to high-net-worth individuals, family offices, and their private businesses and/or investment entities.
• Advise on business succession planning and assist with client engagement staffing, billing, and profitability targets.
• Stay up-to-date on tax developments and apply authorities to complex situations.

Skills

Tax planning

Wealth management

Client relations

Leadership

Education

Bachelor’s degree in accounting

Master’s degree in accounting

CPA/Law/EA credential

Tools

Microsoft Excel

Microsoft Office

Job description

Baker Tilly, a leading CPA advisory firm, seeks a Tax Senior Manager, Private Wealth to join our Seattle High Net Worth tax practice. You will manage engagements for wealthy individuals, families, and private businesses, delivering strategic tax planning and compliance.

We value leadership, deep knowledge of estate and gift taxation, and collaboration with attorneys and investment advisors. A seasoned professional with eight years of experience and CPA/Law/EA credentials is ideal.