Tax Senior Manager, Private Wealth at Baker Tilly

Compensation

$142,700 – $214,030/yr

Setup: Hybrid
Location: Seattle, Washington
Type: Full-time
Level: Senior

Description

Baker Tilly is seeking a Tax Senior Manager, Private Wealth to join their High Net Worth Seattle Tax practice. The successful candidate will provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses. Responsibilities include performing technical reviews of complex tax returns, leading engagements for proactive tax planning, advising on business succession planning, and building strong client relationships. The role emphasizes continuous professional development and supporting team member growth.

Required Skills

Tax Return Review
Proactive Tax Planning
Strategic Consulting
Business Succession Planning
Technical Competence
Entrepreneurial Skills
Professional Development
Client Service
Ethical Knowledge

Additional Information

Minimum Education: Bachelor's degree required; degree in accounting preferred, master's or advanced degree preferred.
Required Previous Experiences: 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.