Private Wealth Tax Strategy Leader

Baker Tilly International; Seattle (WA); Hybrid; USD 146,760 - 278,240; Full time

Benefits offered by this job

Professional development programs

Comprehensive benefits package

Flexible work arrangements

Job summary

A leading CPA advisory firm in Seattle is seeking an experienced Tax Senior Manager to join their High Net Worth Tax practice. In this role, you will provide tax compliance and consulting services to affluent clients, lead engagements, and mentor junior staff. The ideal candidate has significant experience in tax planning for wealthy individuals and their businesses, along with strong client service skills. This position offers a competitive salary and opportunities for professional growth.

Qualifications

• 8+ years of experience in tax planning for wealthy individuals and family trusts.
• 2+ years of supervisory experience in a tax-related role.
• Strong technical proficiency in various taxation areas.

Responsibilities

• Provide compliance services to high-net-worth individuals.
• Lead engagements for federal estate, gift, and tax planning.
• Manage client engagement staffing and profitability.

Skills

Tax return review

Client service

Team leadership

Networking

Strategic planning

Education

Accounting or related field degree

CPA, MST or JD/LLM

Job description

A leading CPA advisory firm in Seattle is seeking an experienced Tax Senior Manager to join their High Net Worth Tax practice. In this role, you will provide tax compliance and consulting services to affluent clients, lead engagements, and mentor junior staff. The ideal candidate has significant experience in tax planning for wealthy individuals and their businesses, along with strong client service skills. This position offers a competitive salary and opportunities for professional growth.