Senior Tax Associate- Private Wealth International

Baker Tilly Advisory Group, LP; New York (NY); On-site; USD 83,000 - 120,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States is seeking a Senior Tax Associate for our Private Wealth International practice. This role focuses on clients with global assets, estates, trusts, and cross-border tax matters.

You will prepare and review complex individual, trust, estate and gift tax returns, advise on international disclosures, and support planning across federal and international taxation.

Qualifications

• Bachelor's degree in Accounting or related field required.
• Active CPA, MST or JD/LLM preferred or eligible.
• Two or more years of tax return preparation experience for high-net-worth individuals.
• Experience in international asset disclosure for individuals with foreign accounts or entities.

Responsibilities

• Assist in providing compliance and consulting services to high-net-worth individuals and families; prepare complex returns and international disclosures.
• Analyze international holdings for disclosure and planning around foreign assets to minimize global taxation.
• Support engagements in federal estate, gift, and generation-skipping tax planning.
• Keep up-to-date with tax developments and apply them to complex situations.
• Collaborate with mentors and participate in firm learning programs.

Skills

Tax return preparation

International asset disclosure

Wealth management support

Client relationship building

Education

Bachelor's degree in Accounting or related field

CPA, MST or JD/LLM candidate or licensed

2+ years tax experience for high-net-worth individuals

Experience with international tax considerations

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. 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. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

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Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior Tax Associate to join our growing Private Wealth International practice! Our Private Wealth International practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate, gift tax, succession planning, valuation and international tax services.

Our Private Wealth (International) practice focuses on individuals and families with global assets and tax implications.

You will enjoy this role if:

• You want to be your client's personal advisor and help create a holistic approach to managing and enhancing their wealth (both domestic and international) at all stages of their lives.


• You crave an opportunity to be part of a well-established high net wealth practice that continues to achieve tremendous growth.


• You are interested in specializing in the compliance and planning perspectives for individuals with international assets and wealth.


• 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.

What you'll do

• Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Prepare and review complex individual, trust, estate, gift and state tax returns and international disclosures.


• Analyze international holdings for disclosure purposes and assist clients with planning around foreign assets and minimizing global taxation.


• Work on 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.


• Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs.


• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.


• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.


• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Minimum Qualifications

4-year degree
Eligible to obtain CPA, JD, or EA
3 years of professional experience

Qualifications

• An undergraduate degree in Accounting or related field required.


• Actively pursuing a CPA, MST or JD/LLM preferred.


• Two (2) + year(s) experience in tax return preparation and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses.


• Two (2) + year(s) experience in international asset disclosure preparation for individuals with foreign accounts, businesses, trusts, and other foreign investments.


• An interest to assist affluent families and individuals enhance and preserve their wealth.


• Eligibility to work in the U.S., without sponsorship, highly preferred.

Pay Rates

• The national pay rate range is $82,600 to $120,000.


• In Irvine, California: pay rate range is $95,000 to $138,000.


• In Walnut Creek, California: pay rate range is $103,300 to $150,000.