Senior Private Wealth Tax Manager

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

Job summary

Baker Tilly, a leading CPA advisory firm, invites applications for a Tax Senior Manager, Private Wealth in the Seattle area. You will serve high-net-worth individuals, family offices, and private businesses, providing compliance and strategic planning.

You'll lead multiple engagements, supervise staff, and deliver proactive tax guidance on estate, gift, and trust taxation, as well as cross-border and multi-state considerations. Join a growing High Net Worth team.

Qualifications

• 4-year degree and CPA, Law license, or EA; 8 years of experience.
• 8+ years tax return review and planning for wealthy individuals and family offices.
• Experience with personal, trust, estate & gift taxation, SALT and multi-state filings.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, family offices and their private businesses and/or investment entities.
• Lead multiple engagements delivering proactive tax planning and strategic consulting including estate, gift, charitable planning and generation skipping tax.
• Advise on business succession planning and stay current with tax authorities and developments.
• Assist with managing staffing, billings/collections and ensure client profitability targets.
• Network internally and externally, building strong client relationships.

Skills

Tax planning

Tax return review

Client service

Leadership

Education

Bachelor's degree in accounting or related field

CPA or Law license or EA

Tools

Microsoft Excel

Tax research tools

Job description

Baker Tilly, a leading CPA advisory firm, invites applications for a Tax Senior Manager, Private Wealth in the Seattle area. You will serve high-net-worth individuals, family offices, and private businesses, providing compliance and strategic planning.

You'll lead multiple engagements, supervise staff, and deliver proactive tax guidance on estate, gift, and trust taxation, as well as cross-border and multi-state considerations. Join a growing High Net Worth team.