Senior Tax Manager, Private Wealth & Planning

Baker Tilly Advisory Group, LP; Tacoma (WA); Vor Ort; USD 106.000 - 180.000; Vollzeit

Zusammenfassung

Baker Tilly Advisory Group, LP in Seattle seeks a Tax Senior Manager for Private Wealth to join our growing High Net Worth Seattle Tax practice. You will lead the tax planning and wealth management engagements for wealthy individuals, families, and family offices.

You will oversee complex returns, provide strategic guidance on estate, gift, and generation-skipping tax planning, and mentor junior staff while ensuring top client service and profitability. An active U.S.

Qualifikationen

• CPA, Law License, or EA required.
• 8+ years of tax experience in high-net-worth or private wealth contexts.
• Strong leadership and mentoring ability.

Aufgaben

• Provide compliance and consulting services to high-net-worth individuals, multi-generational families, family offices and their private businesses.
• 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 client strategy.
• Keep up-to-date on trends and technical authorities and apply to complex situations.
• Assist with staffing, billings/collections and ensure profitability targets.
• Network and build relationships internally and externally with clients.
• Invest in professional development and participate in firm-wide programs.
• Support growth and development of team members through Baker Tilly's Care and Teach philosophy.

Kenntnisse

Tax planning

Client relations

Leadership

Tax compliance

Ausbildung

CPA or Law License or EA

8+ years tax experience

Tools

Microsoft Office

Jobbeschreibung

Baker Tilly Advisory Group, LP in Seattle seeks a Tax Senior Manager for Private Wealth to join our growing High Net Worth Seattle Tax practice. You will lead the tax planning and wealth management engagements for wealthy individuals, families, and family offices.

You will oversee complex returns, provide strategic guidance on estate, gift, and generation-skipping tax planning, and mentor junior staff while ensuring top client service and profitability. An active U.S.