Baker Tilly - Bryn Athyn, PA
posted 19 days ago
Full-time - Mid Level
Bryn Athyn, 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 growth and development.
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
- 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.
Benefits
- Professional development opportunities.
- Supportive work environment with resources for career growth.
