Senior Tax Manager, Private Wealth — Seattle

Baker Tilly (US); Bellingham (WA); On-site; USD 106,000 - 180,000; Full time

Job summary

Baker Tilly, a leading CPA advisory firm, seeks a Tax Senior Manager, Private Wealth in Seattle. The role serves wealthy individuals and families, managing wealth strategies, trust, estate and gift tax, and cross-border matters.

You’ll lead engagements, advise on succession planning, and mentor junior staff in a fast-growing practice. The position requires an advanced accounting credential (CPA/Law/EA) and eight years of experience, with strong client service and leadership skills.

Qualifications

• CPA, Law License, or EA required.
• Eight years of experience in tax return review and planning.
• Strong leadership and mentoring abilities.
• Proficiency with tax software and MS Office.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals and families.
• Lead multiple engagements delivering proactive tax planning and consulting.
• Advise on business succession planning and family office needs.
• Stay current on trends and authorities and apply to complex cases.

Skills

Eight years of experience

Leadership

Client advisory mindset

Microsoft Office skills

Education

CPA

Law License

EA

4-year degree

Bachelor’s/master’s/advanced degree in accounting

Tools

Tax software

CPA/EA practice tools

Job description

Baker Tilly, a leading CPA advisory firm, seeks a Tax Senior Manager, Private Wealth in Seattle. The role serves wealthy individuals and families, managing wealth strategies, trust, estate and gift tax, and cross-border matters.

You’ll lead engagements, advise on succession planning, and mentor junior staff in a fast-growing practice. The position requires an advanced accounting credential (CPA/Law/EA) and eight years of experience, with strong client service and leadership skills.