Senior Private Wealth Tax Leader

Baker Tilly US; Seattle (WA); On-site; USD 150,000 - 200,000; Full time

Job summary

Baker Tilly US is seeking a Private Wealth Tax Principal in Seattle. In this role, you'll lead compliance and consulting services for high-net-worth individuals and families, perform technical reviews of complex tax returns, and advise clients on business succession planning.

The ideal candidate will have a degree in accounting or law, a CPA or JD, and over 15 years of experience in tax planning and consulting. Join a team that values professional development, work-life balance, and strong internal and client relationships.

Qualifications

• 15+ years’ experience in tax planning and consulting for wealthy individuals and family offices.
• 6+ years supervisory experience, mentoring and counseling associates.
• Ability to lead and provide exceptional client service.

Responsibilities

• Lead compliance and consulting services to high-net-worth individuals and families.
• Perform technical review of complex tax returns.
• Advise clients on business succession planning.

Skills

Tax planning

Client service

Leadership

Networking

Education

Undergraduate degree in accounting or law

CPA or JD

Job description

Baker Tilly US is seeking a Private Wealth Tax Principal in Seattle. In this role, you'll lead compliance and consulting services for high-net-worth individuals and families, perform technical reviews of complex tax returns, and advise clients on business succession planning.

The ideal candidate will have a degree in accounting or law, a CPA or JD, and over 15 years of experience in tax planning and consulting. Join a team that values professional development, work-life balance, and strong internal and client relationships.