Moss Adams
Tax Senior Manager, Private Wealth
USA WA Seattle 999 Third Ave · Senior
Work authorization required$143k-$214kDetected 15 days ago
AccountingValuationTaxRecruitingLeadershipMentoring
About the role
- 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.
Responsibilities
- 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.
- 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
- Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Nice to 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.
- Two (2)+ year(s) of supervisory experience, mentoring and counseling associates desired
- Eligibility to work in the U.S., without sponsorship, highly preferred
Compensation
- 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.
Benefits
- 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
Company info
- 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.
Equal opportunity
- Baker Tilly is an equal opportunity/affirmative action employer.
Visa & Work Authorization
- Eligibility to work in the U.S., without sponsorship, highly preferred
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