Talent.com
Baker Tilly
Tax Senior Manager, Private WealthBaker Tilly • Seattle, WA, United States
Tax Senior Manager, Private Wealth

Tax Senior Manager, Private Wealth

Baker Tilly • Seattle, WA, United States
30+ days ago
Salary
$142,700.00 yearly
Job type
  • Full-time
Job description

Tax Senior Manager, Private Wealth

Baker 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 a firm that 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 returns
    • Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
    • Advise and make recommendations to clients on business succession planning
    • Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
  • Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
  • Invest in your professional development individually and through participation in firm wide learning and development programs
  • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Qualifications:

  • Bachelor's degree required; degree in accounting preferred, master's or advanced degree preferred
  • CPA, Law License, or Enrolled Agent required
  • Eight (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 filer
  • Two (2)+ year(s) of supervisory experience, mentoring and counseling associates desired
  • Ability 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 preferred

The pay rate range for this job position is $142,700 to $214,030. 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.

Create a job alert for this search

Tax Senior Manager, Private Wealth • Seattle, WA, United States

Similar jobs

Senior Manager, Tax

FORVIS, LLPSeattle, WA, United States
Full-time

Description & Requirements The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence.Our team delivers practical, forward-thinking guidance tailored... Show more

 • Promoted

Private Partnership Solutions (PPS) - Tax Senior Manager

PwC (US)Seattle, WA, United States
Full-time

A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operatio... Show more

 • Promoted

Senior Tax Manager, Trust & Estate

Opsahl DawsonBellevue, WA, United States
Full-time

Senior Tax Manager, Trust & Estate.Bellevue, WA; Kelso, WA; Lacey, WA; Vancouver, WA.Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regiona... Show more

 • Promoted

Tax Senior Manager - SALT Indirect

AndersenSeattle, WA, United States
Full-time

Senior Manager, State & Local Tax (SALT).Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!.At Andersen, we don't just offer a career; we provide a thrilling exp... Show more

 • Promoted

Private Partnership Solutions (PPS) - Tax Manager

PwCSeattle, WA, United States
Full-time

Industry/Sector Not Applicable Specialism Management Level Manager Job Description & Summary A career within PwC Private will provide the opportunity to help private companies with a range of... Show more

 • Promoted

Senior Tax Manager

Propel Recruitment LLCSeattle, WA, United States
Full-time

A highly respected private investment office in the greater Seattle area is seeking a Senior Tax Manager to oversee a sophisticated tax environment supporting ultra-high-net-worth individuals, part... Show more

 • Promoted

Tax Managing Director, Global Tax Outsourcing

BDO USASeattle, WA, United States
Full-time

Tax Managing Director, Global Tax Outsourcing.The Tax Managing Director, Global Tax Outsourcing will be a senior member of the GTO team, responsible for building strong personal client relationship... Show more

 • Promoted

Senior Tax Manager, Trust & Estate

Ascend TogetherBellevue, WA, United States
Full-time

Senior Tax Manager, Trust & Estate.Bellevue, WA; Kelso, WA; Lacey, WA; Vancouver, WA.Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regiona... Show more

 • Promoted

Tax Senior Manager, Private Client Services

BDO USASeattle, WA, United States
Full-time

Private Client Services Tax Senior Manager.Private Client Services at BDO is a boutique practice within our firm.Offering a high touch approach, we have extensive experience serving high net-worth ... Show more

 • Promoted

Partnership Taxation Director

Grant Thornton LLPBellevue, WA, United States
Full-time

At Grant Thornton, we believe in making business more personal and building trust into every result for our clients and you.Here, we go beyond your expectations of a career in professional service... Show more

 • Promoted

Kovarik & Kim HNW Tax Manager or Tax Senior

COPE StaffingBellevue, WA, United States
Full-time

Senior Tax Associate And Manager / Vice President.Leading Bellevue accounting firm Kovarik & Kim PLLC is seeking full-time Senior Tax Associate and Manager / Vice President.Kovarik & Kim specialize... Show more

 • Promoted

Tax Manager, Private Wealth

Baker TillySeattle, WA, United States
Full-time

Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team in NorCal! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax com... Show more

 • Promoted

Finance Manager, Tax

AmazonSeattle, WA, United States
Full-time

Dynamic Financial Professional Role.We're seeking a dynamic financial professional for a high-visibility role that influences Amazon's Global Tax Organization through insights and financial leaders... Show more

 • Promoted

Asset & Wealth Management - Tax Senior Manager

PwCSeattle, WA, United States
Full-time

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within... Show more

 • Promoted

Manager/Senior Manager - Tax, Integrated Partnership Solutions

KPMGSeattle, WA, US
Full-time

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms.Enjoy a collaborative, future-forward culture that empowers your success.Work with KPMG's extensive ne... Show more

 • Promoted

Technical Senior Manager, Fund Tax

CartaSeattle, WA, United States
Full-time

Technical Senior Manager, Fund Tax.Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private c... Show more

 • Promoted

Tax Managing Director, Global Tax Outsourcing

BDOSeattle, WA, United States
Full-time

Tax Managing Director, Global Tax Outsourcing.The Tax Managing Director, Global Tax Outsourcing will be a senior member of the GTO team, responsible for building strong personal client relationship... Show more

 • Promoted

Tax Senior - Private Wealth

DeloitteSeattle, WA, United States
Full-time

Deloitte is committed to providing reasonable accommodations for people with disabilities.If you require a reasonable accommodation to participate in the recruiting process, please direct your inqu... Show more

 • Promoted

Tax Senior Manager - Corporations

RSMSeattle, WA, United States
Full-time

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful... Show more

 • Promoted

Tax Manager - well increase your current salary and opportunity-Work/Life Balance CPA

Beacon Pointe Advisors, LLCBellevue, WA, United States
Full-time

Tax Manager - Opportunity-Work/Life Balance CPA.We are a growing Public Accounting & Wealth Management Firm based in Bellevue, WA that offers its employees flexible scheduling and a family friendly... Show more