Senior Manager, International Tax Private Wealth

$134,530 - $291,490/Yr

Baker Tilly Advisory Group, LP - Irvine, CA

Full-time - Senior

Irvine, 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 be personal advisors to clients, helping them manage and enhance their wealth across borders. The firm emphasizes professional development and offers resources to sharpen technical skills.

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 compensation range of $134,530 to $291,490 based on skills, experience, qualifications, and geographic location.