International Tax Manager - Private Wealth

Baker Tilly - Woodbridge Township, NJ

Full-time - Mid Level

Woodbridge Township, NJ

10,001+ employees

About the position

The International Tax Manager - Private Wealth at Baker Tilly is responsible for providing comprehensive tax compliance and consulting services to high-net-worth individuals and families. This role focuses on international tax matters, including compliance, planning, and structuring, while working closely with clients to enhance their wealth management strategies. The position requires a strong understanding of both U.S. and international tax regulations, as well as the ability to navigate complex tax situations for affluent clients.

Responsibilities

• 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.
• Review complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.
• 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 inbound planning, expatriation & exit tax planning, and asset structuring.
• Build on technical competence by keeping up-to-date on trends, developments, and technical authorities and apply them to complex situations.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Effectively manage engagements.

Requirements

• Bachelor's degree in Accounting, Finance, or related field.
• CPA or equivalent certification is required.
• 5+ years of experience in international tax compliance and consulting, preferably with high-net-worth individuals.
• Strong knowledge of U.S. and international tax laws and regulations.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.

Nice-to-haves

• Experience with tax software and technology tools.
• Familiarity with estate and gift tax planning.
• Ability to speak a second language is a plus.

Benefits

• Health insurance coverage
• 401k retirement plan
• Paid time off
• Professional development opportunities
• Flexible work arrangements