Baker Tilly Advisory Group, LP - Chicago, IL
posted 19 days ago
Full-time - Mid Level
Chicago, IL
10,001+ employees
About the position
The Senior Associate in Specialty Tax International at Baker Tilly Advisory Group focuses on providing tax compliance and consulting services to high-net-worth individuals and families with international assets. This role involves preparing complex tax returns, analyzing international holdings, and delivering strategic tax planning to minimize global taxation. The position is part of a growing Private Wealth practice that aims to enhance clients' wealth management through a holistic approach.
Responsibilities
- Prepare and review complex individual, trust, estate, gift, and state tax returns 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 entrepreneurial skills to network and build strong relationships internally and externally with clients.
- Support the growth and development of team members.
Requirements
- Bachelor's degree in Accounting, Finance, or related field.
- Minimum of 3 years of experience in tax compliance and consulting, preferably with high-net-worth individuals or families.
- Strong knowledge of federal and state tax laws, particularly in relation to trusts, estates, and international taxation.
- Excellent analytical and problem-solving skills.
- Strong communication and interpersonal skills.
Nice-to-haves
- Master's degree in Taxation or related field.
- CPA or equivalent certification preferred.
- Experience with international tax compliance and planning.
- Familiarity with tax software and tools.
Benefits
- Health insurance coverage
- 401k retirement plan
- Paid time off and holidays
- Professional development opportunities
- Flexible work arrangements
