Strategic Private Wealth Tax Senior Manager

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

Job summary

Baker Tilly Advisory Group, LP in Seattle is seeking a Tax Senior Manager specializing in Private Wealth to guide high net worth families and their business owners.

You will lead engagements, provide sophisticated tax planning, and mentor junior staff while collaborating with multidisciplinary teams.

The firm offers growth opportunities and a collaborative culture for talented professionals.

Qualifications

• 8+ years of experience in tax return review and planning for wealthy individuals and private businesses.
• Strong knowledge of personal, trust, estate and gift tax, and SALT/franchise tax for multi-state filers.
• Eligibility to work in the U.S., without sponsorship.
• Experience supervising and developing staff.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals and family offices.
• Lead multiple engagements delivering proactive tax planning and client advisory.
• Oversee federal estate, gift, and generation-skipping tax planning.
• Manage staffing, billing, and client profitability targets.

Skills

Client service

Leadership

Project management

Communication skills

Tax expertise

Mentoring

Education

Bachelor's degree in accounting

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP in Seattle is seeking a Tax Senior Manager specializing in Private Wealth to guide high net worth families and their business owners.

You will lead engagements, provide sophisticated tax planning, and mentor junior staff while collaborating with multidisciplinary teams.

The firm offers growth opportunities and a collaborative culture for talented professionals.