Senior Tax Manager

Propel Recruitment

Seattle, Washington

JOB DETAILS
SKILLS
Accounting, Certified Public Accountant (CPA), Communication Skills, Continuous Improvement, Cross-Functional, Detail Oriented, Documentation, Federal Laws and Regulations, Finance, High Net Worth, Interpersonal Skills, Investment Management, Investment Strategy, Leadership, Legal, Problem Solving Skills, Process Improvement, Project/Program Management, Public Accounting, Public/Media/Press/Analyst Relations, Relationship Management, State Laws and Regulations, State Tax, Strategic Planning, Support Documentation, Tax Accounting, Tax Planning, Tax Regulations, Tax Reporting, Tax Returns, Team Player, Time Management
LOCATION
Seattle, Washington
POSTED
3 days ago

Senior Tax Manager


About the Opportunity


A highly respected private investment office in the greater Seattle area is seeking a Senior Tax Manager to oversee a sophisticated tax environment supporting ultra-high-net-worth individuals, partnerships, trusts, and a diverse portfolio of related entities.

This is an exceptional opportunity for a tax professional who enjoys operating at both a strategic and hands-on level. You'll serve as the internal tax lead, partnering closely with executive leadership and external tax advisors to ensure accurate planning, compliance, and execution across a complex ownership structure.

This is a highly visible individual contributor role offering significant autonomy, cross-functional collaboration, and the opportunity to make a meaningful impact on a growing investment platform.


What You'll Do

  • Serve as the internal tax lead for ultra-high-net-worth individuals, partnerships, trusts, and related entities.
  • Partner directly with executives and senior leadership on tax strategy, planning initiatives, and the tax implications of investments and transactions.
  • Act as the primary liaison with the external public accounting firm, coordinating tax planning, compliance, return preparation, and review.
  • Prepare and review tax workpapers, supporting schedules, and documentation to ensure accuracy, completeness, and timely execution.
  • Coordinate tax reporting across multiple entities, investment structures, and ownership vehicles.
  • Monitor changes in federal and state tax laws and proactively identify planning opportunities and potential risks.
  • Collaborate closely with accounting, finance, legal, and investment professionals on acquisitions, restructurings, and other strategic initiatives.
  • Improve tax processes, documentation, and internal controls while maintaining exceptional attention to detail.
  • Support special projects and provide strategic tax guidance as new investment opportunities arise.


What We're Looking For

  • 8+ years of progressive tax experience, ideally combining public accounting with private equity, investment management, or another sophisticated private investment environment.
  • Deep expertise in taxation of ultra-high-net-worth individuals, partnerships, pass-through entities, trusts, and complex ownership structures.
  • Strong understanding of partnership taxation and multi-entity organizations.
  • Experience managing relationships with external tax advisors while maintaining ownership of the internal tax function.
  • Ability to balance strategic thinking with a hands-on approach to execution.
  • Highly detail-oriented with exceptional organizational and project management skills.
  • Strong interpersonal and communication skills with the ability to build credibility across executive leadership and cross-functional teams.
  • CPA and/or related certification strongly preferred, essentially required.


Why You'll Love This Opportunity

  • Rare opportunity to own the tax function within a sophisticated private investment office.
  • Meaningful exposure to complex investment strategies and tax planning.
  • Challenging, intellectually engaging work supporting ultra-high-net-worth individuals and intricate entity structures.
  • Collaborative, low-ego culture where expertise and thoughtful problem-solving are highly valued.
  • Opportunity to influence processes, drive continuous improvement, and make a lasting impact.


Compensation

Base Salary: $180,000–$240,000

This compensation range is a good faith estimate of the expected wage range you can expect to be paid upon hire.


About the Company

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Propel Recruitment