Senior Tax Manager, Private Wealth - High Net-Worth

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

Job summary

Baker Tilly Advisory Group, LP is seeking a Tax Senior Manager in Seattle to lead the Private Wealth tax practice, serving high-net-worth individuals, families, and their businesses. The role emphasizes strategic planning, complex return reviews, and client relationship management.

You will oversee engagements, guide tax planning, and mentor staff while staying current on evolving tax rules and compliance requirements for multi-state clients.

Qualifications

• 4-year degree required with CPA, Law License, or EA
• Eight+ years of tax experience
• Experience in personal, trust, estate & gift taxation with flow-through entities and SALT/Franchise taxes
• Five+ years supervisory experience
• Strong management, analytical, organization and communication skills
• Proficient with Microsoft Office and related software
• Eligibility to work in the U.S. without sponsorship

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals and family offices
• Lead engagements delivering proactive tax planning and consulting including estate and gift tax planning
• Advise clients on business succession planning
• Stay up-to-date on tax authorities and apply to complex situations
• Assist with staffing, billing, and ensuring client profitability
• Network with clients and internal teams and foster growth
• Mentor and develop junior staff

Skills

8+ years exp

Supervisory exp

Client relationships

Education

CPA

Law License

EA

Tools

Microsoft Suite

Job description

Baker Tilly Advisory Group, LP is seeking a Tax Senior Manager in Seattle to lead the Private Wealth tax practice, serving high-net-worth individuals, families, and their businesses. The role emphasizes strategic planning, complex return reviews, and client relationship management.

You will oversee engagements, guide tax planning, and mentor staff while staying current on evolving tax rules and compliance requirements for multi-state clients.