Sr. Associate - Specialty Tax International

$74,140 - $130,880/Yr

Baker Tilly Advisory Group, LP - York, PA

Full-time - Mid Level

York, PA

10,001+ employees

About the position

Baker Tilly is seeking a Senior Tax Associate to join its Private Wealth practice, which focuses on providing comprehensive tax and advisory services to high-net-worth individuals, families, and their businesses. This role involves assisting clients in managing, preserving, and transitioning their wealth, with a particular emphasis on international assets and tax implications. The position offers opportunities for professional growth and development within a supportive 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 of experience in tax return preparation and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses.
• Two (2) + years of 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

• Professional development programs and resources.
• Mentoring and coaching opportunities.
• Work-life balance initiatives including social activities and team outings.