Baker Tilly US · 3 days ago
Senior Manager, International Tax Private Wealth
United States
Full-time
Remote
Senior Level
$135K/yr - $291K/yr
6+ years exp
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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:
Review complex individual, partnership, S-corp, trust, estate, gift and state tax returns
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 inbound planning, expatriation & exit tax planning, and asset structuring
Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
Effectively manage engagements and projects to meet tax filings and internal deadlines
Develop and expand compliance and planning tools to support tax services to international taxpayers
Manage, supervise, train and lead the staff through counsel, guidance and coaching. Identify training opportunities and participate in the delivery of CPE sessions, especially in the international tax area
Provide recommendations for business innovation and process improvements relative to the client's operations and objectives as well as the internal processes of the firm
Proactively participate in practice development by contributing to thought leadership and identifying service opportunities; team with partners on proposals and business development calls
Contribute to project revenue and profit objectives through effective management of budgeting, project execution, invoicing, and collecting functions
Invest in professional development through active participation in training sessions and networking events both internally and externally
Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
Qualification
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Required
Bachelor's Degree in Accounting or equivalent
CPA, JD or EA required
6+ years of experience in a professional services firm providing tax services to high net worth individuals and their closely held businesses, including 1+ year’s supervisory experience
Prior experience with international tax compliance and planning
Proven ability to analyze foreign information sources, understand unusual and/or incomplete data sets, apply judgment in reaching defensible conclusions
Strong interest in developing a career working with global taxpayers, assisting a diverse and challenging client base
Strong time management and project management skills
Strong tax research and professional writing skills
Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required
Company
Baker Tilly US
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
5001-10000 employees
H1B Sponsorship
Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (13)
2022 (29)
2021 (23)
2020 (3)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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