Tax Senior Manager, Private Wealth

Overview

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. and in many of the worlds leading financial centers New York London San Francisco Los Angeles Chicago and Boston. Baker Tilly Advisory Group LP and Baker Tilly US LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws regulations and professional standards. Baker Tilly US LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group LP and Baker Tilly US LLP trading as Baker Tilly are independent members of Baker Tilly International a worldwide network of independent accounting and business advisory firms in 141 territories with 43000 professionals and a combined worldwide revenue of $5.2 billion. join the conversation onLinkedInFacebookandInstagram.

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Job Description:

Responsibilities

Baker Tilly one of the fastest growing CPA advisory firms in the nation has an incredible career opportunity for a Tax Senior Manager Private Wealth to join our growing High Net Worth Seattle Tax practice!

Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives business owners affluent families and family offices estates and trusts in managing preserving and transitioning consulting professionals provide comprehensive strategic income trust estate and gift tax succession planning valuation and international tax services.

You will enjoy this role if:

• You like being your clients personal advisor and collaborating with their other advisors such as attorneys bankers and investment advisors to create an integrated holistic approach to managing and enhancing their wealth at all stages of their lives.
• You crave a leadership opportunity with a well-established high net wealth practice that continues to achieve tremendous growth.
• You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now for tomorrow .

What youll 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

Qualifications

Successful candidates will have:

Minimum Qualifications:

• 4-year degree
• CPA Law License or EA
• Eight (8) years of experience

Preferred Qualifications:

• Bachelors masters or advanced degree in accounting
• 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
• Five (5) year(s) of supervisory experience mentoring and counseling associates
• 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.
• Demonstrated management analytical organization interpersonal project management communication skills
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship

The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicants skills prior experience qualifications degrees professional certifications work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

In Seattle WA: pay rate range is $121800 to $207200

In San Francisco CA: pay rate range is $137700 to $234200

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Required Experience:

Senior Manager