Seattle Private Wealth Tax Senior Manager – Lead & Grow

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

Job summary

Baker Tilly Advisory Group, LP in Seattle seeks a Tax Senior Manager, Private Wealth to lead high net worth client engagements and provide sophisticated tax planning and compliance services to wealthy individuals, families and family offices. You will supervise complex returns and mentor staff while collaborating with attorneys, bankers and investment advisors to deliver integrated wealth solutions.

The role offers leadership opportunities within a nationally recognized private wealth practice,

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax.
• Advise and make recommendations to clients on business succession planning.
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations.
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

Job description

Baker Tilly Advisory Group, LP in Seattle seeks a Tax Senior Manager, Private Wealth to lead high net worth client engagements and provide sophisticated tax planning and compliance services to wealthy individuals, families and family offices. You will supervise complex returns and mentor staff while collaborating with attorneys, bankers and investment advisors to deliver integrated wealth solutions.

The role offers leadership opportunities within a nationally recognized private wealth practice,