Senior Manager, Private Wealth Tax & Planning

Baker Tilly; Washington; Hybrid; USD 143,000 - 214,000; Full time

Job summary

Baker Tilly, a leading advisory, tax and assurance firm, seeks a Tax Senior Manager, Private Wealth to join the Seattle High Net Worth Tax practice. You will advise wealthy individuals and family offices on income, estate and gift taxes, and help manage client engagements end-to-end.

The role emphasizes leadership, developing staff, and collaborating with attorneys, bankers and investment advisors to deliver integrated wealth-management solutions for complex estates and trusts.

Qualifications

• Bachelor’s degree required; accounting degree preferred, master’s or advanced degree preferred.
• CPA, Law License, or Enrolled Agent required.
• Eight (8)+ years of tax experience in high-net-worth taxation, with exposure to trusts, estates, and private businesses.
• Two (2)+ years of supervisory experience and mentoring desired.
• Ability to lead, communicate effectively, and deliver exceptional client service.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, multi-generational families, family offices and their private businesses and/or investment entities.
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize entrepreneurial skills to network and build relationships with clients and advisors.
• Invest in professional development through firm learning programs.
• Support the growth and development of team members through mentorship and coaching.

Skills

Client advisory

Leadership

Networking

Mentoring

Education

Bachelor’s degree

Accounting degree preferred

Master’s or advanced degree preferred

CPA or Enrolled Agent or Law License

Job description

Baker Tilly, a leading advisory, tax and assurance firm, seeks a Tax Senior Manager, Private Wealth to join the Seattle High Net Worth Tax practice. You will advise wealthy individuals and family offices on income, estate and gift taxes, and help manage client engagements end-to-end.

The role emphasizes leadership, developing staff, and collaborating with attorneys, bankers and investment advisors to deliver integrated wealth-management solutions for complex estates and trusts.