Tax Senior Manager, Private Wealth

Baker Tilly US

Tax Senior Manager in Private Wealth providing tax compliance and consulting services for high-net-worth individuals and families. Leading engagements and advising on business succession planning, tax strategies and compliance.

Posted 7/28/2026full-timeSeattle • California, Washington • 🇺🇸 United StatesSenior💰 $142,700 - $214,030 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax compliance and consulting for high-net-worth individuals and families, with a strong focus on estate, gift, and trust taxation. Proven ability to lead engagements, mentor team members, and maintain client relationships while ensuring profitability and adherence to ethical standards.

Highest-signal resume keywords

CPATax Return ReviewEstate & Gift TaxationSupervisory ExperienceClient Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningPersonal TaxationTrust TaxationCharitable TaxationPartnership TaxationCorporate TaxationState & Local Income TaxMulti-State FilingBusiness Succession PlanningTechnical Review

Soft Skills

MentoringNetworkingRelationship BuildingContinuous LearningCommitment to Quality

Certifications & Qualifications

CPALaw LicenseEnrolled Agent

Industry Keywords

High-Net-Worth IndividualsFamily OfficesInvestment EntitiesAffluent FamiliesClient EngagementProfitability TargetsBaker Tilly Care and Teach Philosophy

Tech Stack

Tools & technologies

SaltStack

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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.

Benefits

Comp & perks

Comprehensive compensation and benefits package