Sr. Associate - Specialty Tax International

Baker Tilly - Woodbridge Township, NJ

Full-time - Mid Level

Woodbridge Township, NJ

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 strategic income, trust, estate, and gift tax planning, as well as managing global compliance and tax liabilities for affluent clients. This position is ideal for those looking to be personal advisors and contribute to a growing Private Wealth practice.

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.

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 estate, gift, and international taxation.
• 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 or other relevant certification is preferred.
• Experience with tax software and tools for compliance and planning.

Benefits

• Health insurance coverage
• 401k retirement savings plan
• Paid time off and holidays
• Professional development opportunities
• Flexible work arrangements