Baker Tilly US ยท 1 day ago
Private Wealth, Sr Tax Manager
Seattle, WA
Full-time
Onsite
Senior Level, Lead/Staff
$122K/yr - $232K/yr
8+ years expBaker Tilly is a leading advisory, tax and assurance firm, providing a global advantage in financial services. 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 also leading engagements and advising on business succession planning.
Accounting
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
Required
An undergraduate degree in Accounting or related field required
CPA, EA 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
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
Preferred
Two (2)+ year(s) of supervisory experience, mentoring and counseling associates desired
Eligibility to work in the U.S., without sponsorship, highly preferred
Company
Baker Tilly US
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
Company data provided by crunchbase