Tax Senior Manager, Private Wealth

About the Role Baker Tilly is seeking a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice. This role focuses on providing compliance and consulting services to wealthy individuals, estates, trusts and their family offices, with emphasis on planning, execution, and advisory support to preserve and transition wealth.

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.

What We're Looking For

• 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 client service.