Baker Tilly - New Castle, PA
posted about 1 month ago
Full-time - Mid Level
New Castle, PA
10,001+ employees
About the position
The Senior 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 addressing the unique challenges faced by affluent clients. The position is part of a growing Private Wealth practice that emphasizes a holistic approach to wealth management and offers opportunities for professional development and technical skill enhancement.
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.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA certification or progress towards obtaining CPA certification.
- Experience in tax compliance and consulting, particularly with high-net-worth individuals and international tax issues.
- Strong analytical skills and attention to detail.
Nice-to-haves
- Experience with estate and gift tax planning.
- Familiarity with international tax compliance and planning strategies.
- Excellent communication and interpersonal skills.
Benefits
- Comprehensive health insurance coverage.
- 401(k) retirement savings plan with company matching.
- Professional development opportunities and continued education support.
- Flexible work arrangements.
