Senior Tax Advisor

Senior Tax AdvisorLOCATION: SEATTLE, WAWe are seeking a full-time Senior Tax Advisor to join our team. The Senior Tax Advisor is responsible for the tax function by coordinating with senior management and with the client service teams.Your Role and ResponsibilitiesThis is a representative list of the general duties the position may be asked to perform and is not intended to be all-inclusive.Tax FunctionsProvide ongoing advice and counsel in developing and implementing the company’s tax functionsProvide day-to-day leadership and management that reflects the mission and core values of the company Act as a ‘client-care officer through direct contact with client services and our clients regarding tax mattersFoster a team-oriented culture of intellectual curiosity, analytical rigor, creativity, respect and collaborationAssist in the education and training of client service teams regarding various tax and estate planning mattersProvide oversight of distributing fiduciary accounts to ensure adverse tax consequences does not occurAlert President, Trust Services and General Counsel of areas of potential risk to the firmTax Processing FunctionsReviews, signs and processes outsourced trust tax returns. Processes requests for paymentActs as lead analyst on quarterly tax reports for RIA clientsPrepares and maintains cost basis calculations for closely held stocks (trusts only outsource others to 1040 CPA)Review fiduciary quarterly estimated tax payments and provide a list to the client service team to comment on and raise cash, if necessary. Monitor electric filings and process tax paymentsCalculate and pay monthly, prepare and file annual returns for the non-resident alien tax, regular back-up and IRA tax withholding paymentsSubmits tax runs to outsourced vendors and acts as a liaison with those vendorsTake ownership in improving and applying firm wide quality control proceduresRemains current on effective use of technology in processing client transactionsGenerate reports as requestedConducts research and prepares coherent presentations of analysis and researchRespond to tax notices relating to trustCalculate and/or review unitrust amountClient ServiceMeet with clients as needed to discuss tax, trusts and estate planning as requested by client servicesBe proactive in anticipating client needs and identifying issues requiring legal counselProvide clear advice to the Trust Resource Group team and to client service for other clientsMaintain strong communications skills to facilitate meetings with clientsBusiness DevelopmentContinue and develop firm relationships with estate planning and tax practitioners in relevant marketsMeet and work with new prospective clients interested in wealth management or trust servicesDevelop potential new client opportunities by participating in professional and community activitiesServe as an ambassador for the firm in the communityParticipate in opportunities to showcase LNW Advisors including speaking engagements, white papers and interviewsPersonal DevelopmentMaintain continuing education for professional designationsDuties and Responsibilities will increase and vary based on needs of business.More About YouMinimum of ten years of comprehensive experience, with trust and estate knowledge/experience, in a complex organizationFour-year college degreeProfessional designation, such as JD or CPASkills and AttributesStrong leadership ability, including ability to manage without authorityStrong experience and skills in tax and estate planning, a plusStrong strategic vision and creativity demonstrating excellent business acumen, professional judgment and understanding of company issuesStrong written and verbal communication skillsExcellent interpersonal skillsSkilled business leader/practitioner; capable of inspiring and developing othersA desire and the ability to work in a collaborative team environment that seeks success of the team rather than the individualStrong organizational skills with attention to detail and ability to multi-task in a fast-paced environmentHigh ethical standards and the ability to place the clients’ needs before one’s ownExperience in handling sensitive and confidential subject matterCandidates must meet all employment qualifications in force at time of hiring, including successful passing of background & credit checks and any pre-employment examinations, signing of all employee agreements, and can perform the essential functions, duties and responsibilities set forth in a consistent and efficient manner.Compensation and BenefitsWe provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance. The salary range for this position starts at $235,00 to $250,000 for those who meet all qualifications depending on location and experience. The salary range applies to current posting and may change in the future. The posted salary range may vary for key factors including, but not limited to, education, job-related knowledge, experience, skill set, and geographic location. We offer excellent benefits including medical, dental, and vision coverage; generous time off (including a sabbatical program after 10 years); flexible spending plans for health care, transportation, and dependent care; 401(k) plan, educational reimbursements, and more. Detailed information can be found on our site and hereOur TeamYou will be joining a client service team that is dedicated to helping our clients achieve their goals by providing exceptional client service and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships. We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach.About UsLaird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services. Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliated trust company in South Dakota, empowering clients across the U.S. and around the world. LNW is owned by employees and majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States. To learn more, please visit LNWAdvisors.com.Additional InformationOur firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community. We are an equal opportunity employer that prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).* As of 5/7/2026 #Li-Hybrid