Senior Tax Manager, Private Wealth & Trust

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

Job summary

Baker Tilly Advisory Group, LP, is seeking a Tax Senior Manager, Private Wealth for our Seattle High Net Worth Tax practice. You will lead engagements, provide tax planning and consulting for wealthy individuals and multi-generational families, and manage client relationships.

Applicants should have a 4-year degree with CPA/Law/EA or equivalent, 8+ years tax experience, and strong knowledge of estate, gift, and trust taxation. Billing, staffing, and professional development are part of the role.

Qualifications

• Must hold a 4-year degree and CPA, law license, or equivalent EA credential.
• Eight years of experience in tax return review and planning for wealthy individuals and private businesses.
• Experience with estate, gift, and generation-skipping tax planning.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals and their private businesses.
• Lead multiple engagements delivering proactive tax planning and strategic consulting (estate, gift, charitable planning).
• Advise on business succession planning and client strategy.

Skills

Client service

Project management

Leadership

Communication

Microsoft Suite

Education

CPA, Law License, or EAE

Bachelor's in accounting

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP, is seeking a Tax Senior Manager, Private Wealth for our Seattle High Net Worth Tax practice. You will lead engagements, provide tax planning and consulting for wealthy individuals and multi-generational families, and manage client relationships.

Applicants should have a 4-year degree with CPA/Law/EA or equivalent, 8+ years tax experience, and strong knowledge of estate, gift, and trust taxation. Billing, staffing, and professional development are part of the role.