Private Client International Tax Manager

The Wolf Group, PC; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Extensive training

Career path with equity ownership

Collaborative work environment

Job summary

The Wolf Group, P.C. is seeking a full-time Tax Manager with experience in tax compliance and consulting for high-net-worth individuals with cross-border concerns. This independent CPA firm specializes in international and expatriate taxation for a diverse client base.

For 45 years TWG has served foreign nationals with U.S. interests, U.S. citizens with interests abroad, closely held entities, and multinational corporations.

Qualifications

• 7+ years of experience in tax planning and compliance for individuals with international concerns.
• CPA or EA
• Knowledge of tax planning and strategies for individuals
• Strong skills in researching and interpreting tax laws, rulings and guidance
• Strong verbal and written communication skills
• Solid organizational and people skills
• Optional: experience in other areas, such as taxation of gifts, trusts, estates, and privately held businesses

Responsibilities

• Grow and mentor junior tax professionals while supporting expatriate or cross-border clients.
• Review individual tax returns with Forms 2555, 1116, 8938, 1040NR and other international forms.
• Advise on tax planning and strategies, including IRS Streamlined Filing Procedures.
• Provide guidance, coaching, and training to junior staff.
• Serve as primary point of contact for clients and manage client relationships.
• Monitor budgets and profitability; participate in firm-wide strategic initiatives.

Skills

Tax planning & compliance for intl. ex

Mentoring junior staff

Client relationship management

Researching tax laws & rulings

Education

Bachelor’s degree in accounting or related field

MS Taxation (preferred)

Job description

The Wolf Group, PC (TWG) is seeking a full-time Tax Manager with experience providing tax compliance and consulting services for high-net-worth individual clients with cross-border concerns.

For 45 years, TWG has been an independent CPA firm, specializing in international and expatriate taxation. Our clients include high-net-worth international clients (foreign nationals with U.S. interests and U.S. citizens with interests abroad), closely held entities, growing multinational corporations, and individuals with global assets.

What you will be doing:

You will be helping to grow and mentor junior tax professionals and provide direct client support to individual clients with expatriate or cross-border concerns.

• Reviewing individual tax returns with Forms 2555, 1116, 8938,1040NR, FBAR, and other international forms depending on your experience (e.g., 8621, 3520/3520A, 5471, 8865, 8858, 8833). We provide training as needed to round out your technical capabilities.
• Advising clients on tax planning matters and options for addressing compliance concerns, including leveraging IRS Streamlined Filing Procedures
• Providing guidance, coaching, and training to junior staff
• Serving as primary point of contact for clients and managing client relationships
• Monitoring budgets and profitability
• Participating in strategic initiatives including leveraging new technology and helping to improve firm processes

This job may be for you, if you:

• Have experience working with high-net-worth clients with varying international concerns and want to further develop your knowledge and skill in this area
• Have a foundation in international taxation and want to develop it further
• Enjoy coaching and mentoring staff
• Have high integrity, enjoy delivering excellent client service, and have a proven track record of doing so
• Are excited by new developments and opportunities in the tax world and regularly monitor breaking news in areas that affect your clients
• Are a tax technician with strong tax research skills and are comfortable researching tax questions
• Thrive in an environment where technical experts share ideas and use one another as a sounding board
• Appreciate work-life balance, and you are seeking a collaborative work environment that offers opportunities for advancement and equity ownership

Your Background and Qualifications:

• 7+ years of experience in tax planning and compliance for individuals with international concerns
• CPA or EA
• Bachelor’s degree in accounting or similar discipline; MS Taxation (preferred)
• Knowledge of tax planning and strategies for individuals
• Strong skills in researching and interpreting tax laws, rulings and guidance
• Strong verbal and written communication skills
• Solid organizational and people skills
• Optional: experience in other areas, such as taxation of gifts, trusts, estates, and privately held businesses

What The Wolf Group, P.C. offers:

The Wolf Group, P.C. is an independent CPA firm that offers highly competitive compensation and benefits and a solid career path for talented, career-minded individuals. TWG also offers a friendly and collaborative work environment, extensive training, varied and engaging work with sophisticated international clients, and many other benefits.