Sr. Associate - Specialty Tax International

$74,140 - $130,880/Yr

Baker Tilly - New York, NY

Full-time - Mid Level

New York, NY

10,001+ employees

About the position

The Sr. Associate - Specialty Tax International position at Baker Tilly involves providing comprehensive tax compliance and consulting services to high-net-worth individuals and families with international assets. The role focuses on managing, preserving, and transitioning wealth while ensuring compliance with tax regulations. The position offers opportunities for professional growth and development within a supportive team environment.

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.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

Requirements

• An undergraduate degree in Accounting or related field required.
• Actively pursuing a CPA, MST or JD/LLM preferred.
• Two (2) + years experience in tax return preparation and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• Two (2) + years experience in international asset disclosure preparation for individuals with foreign accounts, businesses, trusts, and other foreign investments.
• An interest to assist affluent families and individuals enhance and preserve their wealth.
• Eligibility to work in the U.S., without sponsorship, highly preferred.

Nice-to-haves

• Experience in working with family offices and private businesses.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Benefits

• Competitive salary range of $74,140 to $130,880 based on experience and qualifications.
• Opportunities for professional development and career growth.
• Supportive team environment with a focus on work-life balance.