Senior Tax Manager, Private Wealth & Estates

Baker Tilly (US); Eugene (OR); Vor Ort; USD 106.000 - 180.000; Vollzeit

Zusammenfassung

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

We help executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth.

Qualifikationen

• 4-year degree required.
• CPA, Law License, or EA required.
• Eight years of experience in tax and wealth planning.

Aufgaben

• Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax.
• Advise and make recommendations to clients on business succession planning.
• Supervise staff and ensure client profitability targets are met.

Kenntnisse

Leadership

Client service

Communication skills

Project management

Ausbildung

Bachelor’s, master’s, or advanced degree in accounting

4-year degree

CPA, Law License, or EA

Tools

Microsoft Office

Jobbeschreibung

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

We help executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth.