jobholds
Tax Manager, Global Mobility & International Private Wealth
United States , Tysons
•
Posted: 2023-01-07
•
21 Views
Job Overview & Requirements
Sponsored
Responsibilities Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Manger to join our growing International Private Wealth practice! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services. Our Private Wealth (International) practice focuses on individuals and families with global assets and tax implications. Our Global Mobility practice helps companies and their assignees manage global compliance & tax liabilities. You will enjoy this role if: You want to be your client’s personal advisor and help create a holistic approach to managing and enhancing their wealth (both domestic and international) at all stages of their lives. You crave an opportunity to be part of a well-established high net wealth practice that continues to achieve tremendous growth. You are interested in specializing in the compliance and planning perspectives for individuals with international assets and wealth. You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow. What you’ll do: 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: Perform 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 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 your 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 Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: An undergraduate degree in Accounting or related field required CPA, MST or JD/LLM required Five (5) + year(s) experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filer Two (2)+ year(s) of supervisory experience, mentoring and counseling associates desired Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the
Similar Jobs in this Field
Director - Market Access Payer & Provider Strategic Contract Analytics
United States
View →
Direct-to-Consumer Lead Poland
Poland
View →
阿克苏高级区域拓展主任Sr.TDS
China
View →
Territory Sales Manager Rahim Yar Khan
Pakistan
View →
Study Manager
Poland
View →
Director, Oncology Clinical Biomarkers
United States
View →
Maintenance Associate Leader
United States
View →
Director Global Clinical Development Ops Process Management
United Kingdom
View →
Director, ABPI Governance & Medical Signatory Excellence
United Kingdom
View →
Regional Sales Director - Los Angeles, CA
United States
View →
Job Summary
Category
Administrative
Country
United States
City
Tysons
Employment Type
Full Time
Verified & Trusted Listing
Listing details are verified for a safe and direct job application experience.
Sponsored