Private Wealth Tax Senior Manager — Strategic Advisor

Baker Tilly Advisory Group, LP; Medford (OR); On-site; USD 106,000 - 234,000; Full time

Job summary

Baker Tilly Advisory Group, LP, a leading CPA advisory firm, seeks a Tax Senior Manager, Private Wealth to join our growth-focused Seattle High Net Worth practice. You will guide complex tax planning for wealthy individuals, families, and family offices, coordinating multi-disciplinary experts.

Expect to manage engagements, mentor staff, and deliver strategic tax advice across estates, trusts, and investment entities, while maintaining exceptional client service and professional ethics.

Qualifications

• 4-year degree required.
• CPA, Law License, or EA required.
• 8+ years of experience in tax/profitability planning or related field.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals and families.
• Lead multiple engagements delivering proactive tax planning and strategic consulting.
• Advise on business succession planning and estate/gift tax strategies.
• Keep up-to-date on tax trends and apply to complex situations.
• Assist with staffing, billing, and profitability targets.

Skills

Leadership

Tax planning

Client service

Communication

Microsoft Suite

Work eligibility

Education

Bachelor's/master's/advanced degree in accounting

CPA/Licensure or EA

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP, a leading CPA advisory firm, seeks a Tax Senior Manager, Private Wealth to join our growth-focused Seattle High Net Worth practice. You will guide complex tax planning for wealthy individuals, families, and family offices, coordinating multi-disciplinary experts.

Expect to manage engagements, mentor staff, and deliver strategic tax advice across estates, trusts, and investment entities, while maintaining exceptional client service and professional ethics.