Tax Senior Manager, Private Wealth – Seattle

Baker Tilly (US); Wenatchee (WA); Vor Ort; USD 106.000 - 180.000; Vollzeit

Zusammenfassung

Baker Tilly in Seattle seeks a Tax Senior Manager, Private Wealth to lead complex tax planning for high-net-worth individuals and families. You will oversee compliance and strategic consulting for estates, trusts, and family offices, guiding private wealth engagements with cross-border considerations.

Join a growing team that emphasizes client service, technical excellence, and professional development for staff pursuing senior leadership within the firm.

Qualifikationen

• 4-year degree required.
• CPA, Law License, or EA designation required.
• Eight (8) years of experience in tax review and planning.

Aufgaben

• Provide compliance and consulting services to high-net-worth individuals and families.
• Lead multiple engagements delivering estate, gift, and generation-skipping tax planning.
• Advise on business succession planning and cross-border tax issues.
• Keep current with tax authorities and apply knowledge to complex situations.
• Mentor and develop junior staff and manage engagement profitability.

Kenntnisse

Technical tax expertise

Leadership

Client relationship building

Communication skills

Team mentoring

Project management

Ausbildung

CPA / EA eligibility

Bachelor's in accounting

Tools

Microsoft Office

Jobbeschreibung

Baker Tilly in Seattle seeks a Tax Senior Manager, Private Wealth to lead complex tax planning for high-net-worth individuals and families. You will oversee compliance and strategic consulting for estates, trusts, and family offices, guiding private wealth engagements with cross-border considerations.

Join a growing team that emphasizes client service, technical excellence, and professional development for staff pursuing senior leadership within the firm.