Tax Senior Manager, Private Wealth

Baker Tilly Advisory Group, LP; San Francisco (CA); Hybrid; USD 173,000 - 232,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Tax Senior Manager, Private Wealth to join our Seattle and San Francisco High Net Worth Tax practice. You will lead engagements, provide strategic tax planning, and mentor junior staff while delivering exceptional client service to wealthy individuals and family offices.

Qualified candidates have a CPA or Enrolled Agent, a degree in accounting, and 8+ years of experience in personal, trust, estate and gifting taxation, with multi-entity and SALT

Qualifications

• Bachelor's degree in accounting required.
• CPA, Law License, or Enrolled Agent preferred.
• Eight or more years of tax return review and planning experience for wealthy individuals and their entities.
• Two or more years of supervisory experience; mentoring associates.
• Ability to lead engagements, provide client service, and maintain ethical standards.

Responsibilities

• Provide compliance and consulting services to high-net-worth individuals, families, and private businesses.
• Lead multiple engagements delivering tax planning and estate gifting strategies.
• Advise on business succession planning and charitable planning; stay current on tax authorities.

Skills

Leadership

Mentoring

Client service

Engagement management

Relationship building

Education

Bachelor's degree in accounting

CPA or Enrolled Agent

Job description

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.Job Description:ResponsibilitiesBaker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice!Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services.You will enjoy this role if:You like being your client’s personal advisor and collaborating with their other advisors such as, attorneys, bankers and investment advisors to create an integrated, holistic approach to managing and enhancing their wealth at all stages of their lives.You crave a leadership opportunity with a well-established high net wealth practice that continues to achieve tremendous growth.You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow.What you’ll do:Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returnsLead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping taxAdvise and make recommendations to clients on business succession planningBuild on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situationsAssist with managing client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clientsInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsQualificationsSuccessful candidates will have:Bachelor's degree required; degree in accounting preferred, master's or advanced degree preferredCPA, Law License, or Enrolled Agent requiredEight (8) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filerTwo (2)+ year(s) of supervisory experience, mentoring and counseling associates desiredAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the \"big picture\" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.Eligibility to work in the U.S., without sponsorship, highly preferredThe pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.In Seattle, WA: pay rate range is $142,700 to $214,030In San Francisco, CA: pay rate range is $173,000 to $231,870#LI-CR1#LI-Hybrid