Baker Tilly Advisory Group, LP - Oak Brook, IL
posted 19 days ago
Full-time - Mid Level
Oak Brook, IL
10,001+ employees
About the position
The Senior Associate in Specialty Tax International at Baker Tilly Advisory Group, LP, plays a crucial role in providing tax compliance and consulting services to high-net-worth individuals and families with global assets. This position focuses on managing, preserving, and transitioning wealth while addressing the unique challenges faced by affluent clients. The role emphasizes a holistic approach to wealth management, combining technical expertise with personalized client advisory services.
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 to effectively interact with clients and team members.
Nice-to-haves
- Master's degree in Taxation or related field.
- CPA certification or progress towards obtaining CPA license.
- Experience with international tax compliance and planning.
- Familiarity with tax software and tools used in tax preparation and planning.
Benefits
- Health insurance coverage
- 401k retirement savings plan
- Paid holidays and vacation time
- Professional development opportunities
- Flexible work arrangements
