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 focuses on providing comprehensive tax services to high-net-worth individuals and families with global assets. This role involves compliance and consulting services, emphasizing international tax implications and wealth management strategies. The position is designed for professionals who aspire to be personal advisors, helping clients navigate complex tax situations while enhancing their 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.
- 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.
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 tax issues.
- 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
- 401(k) retirement plan
- Paid time off and holidays
- Professional development opportunities
- Flexible work arrangements
