Senior Manager, International Tax Private Wealth

$134,530 - $291,490/Yr

Baker Tilly Advisory Group, LP - San Francisco, CA

Full-time - Senior

San Francisco, CA

10,001+ employees

About the position

Baker Tilly is seeking an International Tax Senior Manager - Private Wealth to join its growing International Tax practice. This role involves providing compliance and consulting services to high-net-worth individuals and families, focusing on international tax compliance, planning, and structuring. The position is ideal for those looking to enhance their career in a well-established high net wealth practice that emphasizes client advisory and wealth management.

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.
• Manage, supervise, train, and lead the staff through counsel, guidance, and coaching.
• Identify training opportunities and participate in the delivery of CPE sessions, especially in the international tax area.
• Provide recommendations for business innovation and process improvements relative to the client's operations and objectives as well as the internal processes of the firm.
• Proactively participate in practice development by contributing to thought leadership and identifying service opportunities; team with partners on proposals and business development calls.
• Contribute to project revenue and profit objectives through effective management of budgeting, project execution, invoicing, and collecting functions.
• Invest in professional development through active participation in training sessions and networking events both internally and externally.
• Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program.

Requirements

• Bachelor's Degree in Accounting or equivalent required.
• CPA, JD, or EA required.
• 6+ years of experience in a professional services firm providing tax services to high net worth individuals and their closely held businesses, including 1+ year's supervisory experience.
• Prior experience with international tax compliance and planning.
• Proven ability to analyze foreign information sources, understand unusual and/or incomplete data sets, and apply judgment in reaching defensible conclusions.
• Strong interest in developing a career working with global taxpayers, assisting a diverse and challenging client base.
• Strong time management and project management skills.
• Strong tax research and professional writing skills.
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required.

Benefits

• Competitive salary based on experience and location.
• Opportunities for professional development and training.
• Participation in the firm's Employee Referral Bonus Program.