Senior Tax Associate - Private Wealth & International

Baker Tilly (US); New York (NY); On-site; USD 83,000 - 150,000; Full time

Job summary

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 Private Wealth International practice!

Our Private Wealth International practice focuses on individuals and families with global assets and tax implications, delivering comprehensive strategic income, trust, estate and gift tax, and international tax services.

Qualifications

• 4-year degree or equivalent required.
• Eligible to obtain CPA, JD, or EA.
• 3 years of professional experience in tax.
• Two+ years experience in tax return preparation and planning for wealthy individuals, family members, trusts and investment entities.

Responsibilities

• 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 taxation.
• Engage in proactive tax planning and strategic consulting, including estate and generation-skipping taxes.
• Keep up-to-date on trends, authorities, and apply them to complex situations.

Skills

Tax planning

International tax

High-net-worth clients

Client relationship

Education

Bachelor's degree in Accounting

CPA eligible

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 Private Wealth International practice!

Our Private Wealth International practice focuses on individuals and families with global assets and tax implications, delivering comprehensive strategic income, trust, estate and gift tax, and international tax services.