Senior Manager, International Tax Private Wealth - JR100639_8-7366

Baker Tilly Advisory Group, LP - Chicago, IL

Full-time - Senior

Chicago, IL

10,001+ employees

About the position

The Senior Manager, International Tax Private Wealth at Baker Tilly Advisory Group, LP is responsible for providing compliance and consulting services to high-net-worth individuals and families. This role involves advising clients on international tax compliance, planning, and structuring, as well as managing complex tax returns and engagements. The position is ideal for professionals looking to specialize in international tax matters and contribute to a growing practice focused on enhancing clients' wealth management strategies.

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 and projects to meet tax filings and internal deadlines.
• Develop and expand compliance and planning tools to support tax services to international taxpayers.

Requirements

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

Nice-to-haves

• Experience with tax software and tools for compliance and planning.
• Familiarity with cross-border transactions and transfer pricing.
• Strong communication and interpersonal skills.

Benefits

• Health insurance coverage
• 401k retirement savings plan
• Paid holidays
• Professional development opportunities
• Flexible scheduling options