Sr. Associate - Specialty Tax International

Baker Tilly • State College, PA

425d

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 growth and development.

Requirements

• Experience in tax compliance and consulting, particularly for high-net-worth individuals and families.
• Strong understanding of international tax implications and regulations.
• Ability to prepare and review complex tax returns and disclosures.
• Excellent analytical and problem-solving skills.

Nice To Haves

• Experience with estate and gift tax planning.
• Familiarity with global mobility and compliance issues.
• Strong communication and interpersonal skills.

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.

Benefits

• Professional development opportunities.
• Supportive work environment focused on career growth.
• Access to resources for technical skill enhancement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 10,001+ employees