Senior Tax Associate — Private Wealth International

Baker Tilly Advisory Group, LP; Seattle (WA); On-site; USD 83,000 - 120,000; Full time

Job summary

Baker Tilly Advisory Group, LP is a leading advisory firm focused on private wealth and international tax with a national footprint across the United States. We seek a Senior Tax Associate to join our Private Wealth International practice, helping wealthy individuals, families and family offices manage, protect and transfer wealth through compliant multinational tax strategies and sophisticated planning.

This role offers collaboration with seasoned professionals, mentorship, and exposure to

Qualifications

• 4-year degree and CPA/JD/EA eligibility.
• 3 years of professional tax experience.
• Experience with high-net-worth individuals and family offices.
• Experience in international asset disclosure.

Responsibilities

• Assist in providing compliance and consulting services to high-net-worth individuals, family offices and their private businesses: prepare and review complex individual, trust, estate, gift 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.

Skills

International tax planning

High net worth tax compliance

Client relationship skills

Education

4-year degree

CPA eligibility or JD/EA

Job description

Baker Tilly Advisory Group, LP is a leading advisory firm focused on private wealth and international tax with a national footprint across the United States. We seek a Senior Tax Associate to join our Private Wealth International practice, helping wealthy individuals, families and family offices manage, protect and transfer wealth through compliant multinational tax strategies and sophisticated planning.

This role offers collaboration with seasoned professionals, mentorship, and exposure to