Senior Tax Manager

Salary Range: $125k - 175k/annually, depending on experience.

As one of the country's fastest-growing wealth management and tax (RIA) firms in the Pacific Northwest, our client is looking for a Senior Tax Manager to join their dynamic team in Seattle and Bellevue, WA to provide exceptional service impact for clients, including their target market of high net-worth individuals with assets exceeding $3M, their closely held businesses, trusts, estates, and gift tax planning, fiduciary, charitable tax planning, and federal and state tax compliance.

The firm is seeking passionate and talented Senior Tax Managers who enjoy developing and maintaining long-lasting relationships with their clients. They emphasize building rapport with their clients, having a deep understanding of their personal and business goals, and providing high-quality tax planning advice using a consultative approach.

• Build and maintain personal relationships with clients as the tax expert on the planning team.
• Assist clients by attending client meetings and delivering the tax plans.
• Support the financial advisory team in tax planning-related functions.
• Actively participate in signing and onboarding new clients to the firm.
• Lead the Tax Client Service Team for compliance and tax planning.
• Final review and signing off on federal and state tax returns for high-net-worth individuals, corporations, partnerships, trusts, and estates.
• Oversee tax projections and tax audits for clients.
• Coach and develop the team through real-time, consistent feedback.

• Bachelor's Degree in Accounting (Required).
• Master's Degree in Taxation (Preferred)
• Certified Public Accountant (CPA) or Tax Attorney (JD) - (Required).
• 5+ years of recent experience working directly with high-net-worth individuals with assets exceeding $3M, partnerships, fiduciary, trust, estate, and gift tax return compliance (Required).
• Working knowledge of data collection, data analysis, and evaluation.
• Strong computer skills, including Windows, Microsoft Office, Excel, and Adobe Acrobat.
• Ability to learn and adapt quickly to new software systems, such as CCH Axcess Tax, BNA Tax Planner, and tax research tools like BNA Portfolios and RIA Checkpoint.
• Experience with ADP, Quick Books, and databases like Salesforce.
• Strong research skills and knowledge in tax-related areas.
• Strong understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements.
• Ability to manage heavy workloads and projects, many of which are on a time-sensitive basis.
• Exceptional written, verbal, interpersonal, and presentation skills.
• Ability to interact with a tight-knit team of professionals with a range of tax knowledge.
• Highly motivated with the ability to function well in a fast-paced environment with continued growth and development.