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 world’s 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
• 43,000 professionals and a combined worldwide revenue of $5.2 billion.
• Visit bakertilly.com or join the conversation
• on LinkedIn, Facebook and Instagram.

• Please discuss the work location status with your Baker Tilly talent acquisition
• professional to understand the requirements for an opportunity you are
• exploring.

• Baker Tilly is an equal opportunity/affirmative action employer. All qualified
• applicants will receive consideration for employment without regard to race,
• color, religion, sex, national origin, disability or protected veteran status,
• gender identity, sexual orientation, or any other legally protected basis, in
• accordance with applicable federal, state or local law.

• Any unsolicited resumes submitted through our website or to Baker Tilly Advisory
• Group, LP, employee e-mail accounts are considered property of Baker Tilly
• Advisory Group, LP, and are not subject to payment of agency fees. In order to
• be an authorized recruitment agency ("search firm") for Baker Tilly Advisory
• Group, LP, there must be a formal written agreement in place and the agency must
• be invited, by Baker Tilly's Talent Attraction team, to submit candidates for
• review via our applicant tracking system.

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 wealth. Our 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 client’s 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 you’ll 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

• Bachelor's degree required; degree in accounting preferred, master's or

advanced degree preferred

• CPA, Law License, or Enrolled Agent 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

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

applicant’s skills, prior experience, qualifications, degrees, professional

certifications, work arrangements and geographic location. Baker Tilly offers a

comprehensive compensation and benefits package

[https://www.bakertilly.com/life-at-baker-tilly] to eligible employees.

In Seattle, WA: pay rate range is $142,700 to $214,030

In San Francisco, CA: pay rate range is $173,000 to $231,870

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