Senior Private Wealth Tax Leader

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

Job summary

Baker Tilly is seeking a Tax Senior Manager for Private Wealth to join our growing Seattle tax practice. You will work with high-net-worth individuals, family offices and private businesses, providing advanced planning, compliance and advisory services.

The role emphasizes leadership, mentoring, and delivering strategic estate and gift tax planning while staying current on evolving tax laws and industry trends. A strong client-service orientation is essential.

Qualifications

• Experience in personal, estate and gift taxation for high-net-worth individuals.
• Experience in tax return review and planning for wealthy families, trusts and investment entities.
• Demonstrated supervisory experience and mentoring abilities.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, family offices, and private businesses/investment entities.
• Lead multiple engagements delivering proactive tax planning including estate, gift, charitable planning and generation-skipping tax.
• Advise clients on business succession planning and cross-border tax issues.
• Stay current with tax developments and apply them to complex situations.
• Assist with managing engagement staffing, billing and profitability targets.
• Network and build strong internal and external client relationships.
• Support development of team members through training and mentorship.

Skills

Tax planning

Client service

Leadership

Communication

Attention to detail

Education

Bachelor's degree in Accounting

CPA / Law / EA

Tools

Microsoft Office

Tax software

Job description

Baker Tilly is seeking a Tax Senior Manager for Private Wealth to join our growing Seattle tax practice. You will work with high-net-worth individuals, family offices and private businesses, providing advanced planning, compliance and advisory services.

The role emphasizes leadership, mentoring, and delivering strategic estate and gift tax planning while staying current on evolving tax laws and industry trends. A strong client-service orientation is essential.