Senior Tax Advisor - Private Wealth International

Baker Tilly; Irvine (CA); On-site; USD 72,000 - 150,000; Full time

Job summary

Baker Tilly is seeking a Senior Tax Associate for its Private Wealth International practice in Irvine. You will support high-net-worth individuals, families and family offices with complex tax planning and international tax considerations.

Role emphasizes compliance, planning, and proactive consulting, with opportunities for mentoring, growth and cross-border advisory within a global network.

Qualifications

• 4-year degree is required.
• Eligible to obtain CPA, JD, or EA.
• 3 years of professional experience.
• Undergraduate degree in Accounting required.
• Pursuing CPA/MST/JD/LLM is preferred.
• Two+ years experience in tax return preparation for wealthy individuals and their trusts.
• Two+ years experience in international asset disclosure for individuals with foreign holdings.

Responsibilities

• Prepare and review complex individual, trust, estate, gift and international tax returns and disclosures.
• Analyze international holdings for disclosure and planning around foreign assets and global tax minimization.
• Handle multiple engagements delivering proactive tax planning and strategic consulting.
• Keep up-to-date on tax developments and apply to complex client situations.
• Mentor and develop junior staff and collaborate with teams.

Skills

Tax compliance

International tax

Wealth management

Client relationship

Mentoring

Education

Bachelor's degree in Accounting

CPA eligibility

JD/LLM eligibility

Tools

Job description

Baker Tilly is seeking a Senior Tax Associate for its Private Wealth International practice in Irvine. You will support high-net-worth individuals, families and family offices with complex tax planning and international tax considerations.

Role emphasizes compliance, planning, and proactive consulting, with opportunities for mentoring, growth and cross-border advisory within a global network.