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Baker Tilly · 2 months ago

Private Wealth, Sr Tax Manager

USA WA Seattle 1000 Second Ave

Full-time

Hybrid

Senior Level, Lead/Staff

$147K/yr - $278K/yr

8+ years exp

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. They are seeking a Tax Senior Manager for their Private Wealth practice to provide compliance and consulting services to high-net-worth individuals and families, while leading engagements that deliver proactive tax planning and strategic consulting.

AccountingConsulting

No H1B

Responsibilities

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

Qualification

CPAMSTJD/LLMTax return reviewSupervisory experiencePersonal taxationTrust taxationEstate & gift taxationCharitable taxationClient serviceEthical knowledgeTeam developmentContinuous learning

Required

An undergraduate degree in Accounting or related field required

CPA, MST or JD/LLM 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