Senior Tax Manager

Propel Recruitment LLC; Seattle (WA); On-site; USD 150,000 - 210,000; Full time

Job summary

Propel Recruitment LLC in Seattle seeks a Senior Tax Manager to lead a sophisticated tax environment for ultra-high-net-worth individuals, partnerships, trusts, and related entities. You will partner with executives and external advisors to drive planning, compliance, and execution across a complex ownership structure.

The role is highly visible, offering autonomy and cross-functional collaboration with executives, accounting, and finance teams.

Qualifications

• 8+ years of progressive tax experience in private equity, investment management, or a sophisticated private investment environment.
• Deep expertise in taxation of ultra-high-net-worth individuals, partnerships, pass-through entities, trusts, and complex ownership structures.
• Strong understanding of partnership taxation and multi-entity organizations.
• Experience managing relationships with external tax advisors while leading internal tax function.

Responsibilities

• Serve as the internal tax lead for ultra-high-net-worth individuals, partnerships, trusts, and related entities.
• Partner with executives and senior leadership on tax strategy, planning initiatives, and tax implications of investments and transactions.
• Act as primary liaison with external public accounting firm for tax planning, compliance, return preparation, and review.
• Prepare and review tax workpapers, supporting schedules, and documentation for accuracy and timeliness.
• Coordinate tax reporting across multiple entities, investment structures, and ownership vehicles.
• Monitor changes in federal and state tax laws and identify planning opportunities and risks.
• Collaborate with accounting, finance, legal, and investment teams on acquisitions and restructurings.
• Improve tax processes, documentation, and internal controls while maintaining attention to detail.

Skills

Tax strategy

Ultra-High-Net-Worth tax

Partnership taxation

Multi-entity structures

Communication

Leadership

Education

CPA certification

Job description

A highly respected private investment office in the greater Seattle area is seeking a Senior Tax Manager to oversee a sophisticated tax environment supporting ultra-high-net-worth individuals, partnerships, trusts, and a diverse portfolio of related entities.

This is an exceptional opportunity for a tax professional who enjoys operating at both a strategic and hands-on level. You'll serve as the internal tax lead, partnering closely with executive leadership and external tax advisors to ensure accurate planning, compliance, and execution across a complex ownership structure.

This is a highly visible individual contributor role offering significant autonomy, cross-functional collaboration, and the opportunity to make a meaningful impact on a growing investment platform.

What You'll Do

• Serve as the internal tax lead for ultra-high-net-worth individuals, partnerships, trusts, and related entities.
• Partner directly with executives and senior leadership on tax strategy, planning initiatives, and the tax implications of investments and transactions.
• Act as the primary liaison with the external public accounting firm, coordinating tax planning, compliance, return preparation, and review.
• Prepare and review tax workpapers, supporting schedules, and documentation to ensure accuracy, completeness, and timely execution.
• Coordinate tax reporting across multiple entities, investment structures, and ownership vehicles.
• Monitor changes in federal and state tax laws and proactively identify planning opportunities and potential risks.
• Collaborate closely with accounting, finance, legal, and investment professionals on acquisitions, restructurings, and other strategic initiatives.
• Improve tax processes, documentation, and internal controls while maintaining exceptional attention to detail.
• Support special projects and provide strategic tax guidance as new investment opportunities arise.

What We're Looking For

• 8+ years of progressive tax experience, ideally combining public accounting with private equity, investment management, or another sophisticated private investment environment.
• Deep expertise in taxation of ultra-high-net-worth individuals, partnerships, pass-through entities, trusts, and complex ownership structures.
• Strong understanding of partnership taxation and multi-entity organizations.
• Experience managing relationships with external tax advisors while maintaining ownership of the internal tax function.
• Ability to balance strategic thinking with a hands-on approach to execution.
• Highly detail-oriented with exceptional organizational and project management skills.
• Strong interpersonal and communication skills with the ability to build credibility across executive leadership and cross-functional teams.
• CPA and/or related certification strongly preferred, essentially required.

Why You'll Love This Opportunity

• Rare opportunity to own the tax function within a sophisticated private investment office.
• Meaningful exposure to complex investment strategies and tax planning.
• Challenging, intellectually engaging work supporting ultra-high-net-worth individuals and intricate entity structures.
• Collaborative, low-ego culture where expertise and thoughtful problem-solving are highly valued.
• Opportunity to influence processes, drive continuous improvement, and make a lasting impact.

Compensation

This compensation range is a good faith estimate of the expected wage range you can expect to be paid upon hire.