Seattle Private Wealth Tax Senior Manager

Baker Tilly Advisory Group, LP; Everett (WA); On-site; USD 106,000 - 180,000; Full time

Job summary

Baker Tilly Advisory Group, LP in Seattle, WA is seeking a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice. You will lead engagements serving wealthy individuals, families, and family offices, focusing on comprehensive income, estate, gift, and trust planning.

We value experience in complex tax compliance and consulting, staff mentorship, and building long-term client relationships.

Qualifications

• 4-year degree required; CPA, Law License, or EA preferred.
• Eight or more years of tax experience, including wealth and private business taxation.
• Experience in reviewing taxes for high-net-worth individuals and trusts.
• Ability to lead engagements and manage staff.
• Eligibility to work in the U.S. without sponsorship.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, multi-generational families, and private businesses; oversee complex returns.
• Lead multiple engagements delivering proactive tax planning and strategic consulting (estate, gift, and generation skipping tax).
• Advise on business succession planning and private client strategies.
• Maintain up-to-date technical knowledge and apply to complex client situations.
• Manage staffing, billing, and profitability targets; mentor and develop junior staff.

Skills

Tax planning

Client service

Team leadership

Communication skills

Project management

Business development

Education

Bachelor's degree in accounting

Master's degree

CPA, Law License, or EA

Tools

Microsoft Office Suite

Microsoft Excel

Job description

Baker Tilly Advisory Group, LP in Seattle, WA is seeking a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice. You will lead engagements serving wealthy individuals, families, and family offices, focusing on comprehensive income, estate, gift, and trust planning.

We value experience in complex tax compliance and consulting, staff mentorship, and building long-term client relationships.