Senior Tax Associate- High Net Worth Individuals- International Tax

About the role

We are seeking a Senior Associate to join our Private Client Services International Tax practice at Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs. The ideal candidate will have 2-4 years of relevant international tax experience in public accounting or a professional services firm.

Responsibilities

• Prepare and review U.S. international tax compliance filings for high-net-worth individuals, trusts, partnerships, and closely held entities with international operations and investments.
• Assist with preparation and review of international informational filings, including Forms 5471, 5472, 8865, 8858, 8938, FBAR, 3520, and 3520-A.
• Analyze foreign financial information, investment structures, and reporting requirements to ensure compliance with U.S. international tax regulations.
• Conduct technical tax research and assist in preparing memoranda related to complex international tax matters, including GILTI, Subpart F, PFICs, foreign tax credits, treaty matters, and cross-border planning strategies.
• Support international tax planning initiatives for high-net-worth individuals, expatriates, foreign nationals, and families with global assets and investments.
• Assist with international estate, gift, and trust planning matters, including wealth transfer and succession planning considerations.
• Manage multiple client engagements simultaneously while ensuring timely, accurate, and high-quality deliverables.
• Communicate proactively with clients and internal teams to manage expectations, identify planning opportunities, and resolve issues efficiently.
• Mentor and review the work of associates and interns, fostering technical growth and professional development.
• Stay current with evolving international tax laws, reporting requirements, and global tax developments impacting private clients.

Qualifications

• Bachelor’s degree in Accounting required; Master’s in Taxation strongly preferred.
• CPA license required (active or in progress).
• JD or LL.M. in Taxation is a plus.
• Minimum of 2–4 years of relevant international tax experience in public accounting or a professional services firm.
• Strong technical understanding of U.S. international tax provisions affecting individuals, trusts, and closely held entities.
• Experience with international informational reporting requirements, including Forms 5471, 8858, 8865, 8938, FBAR, and related filings.
• Familiarity with high-net-worth individuals, foreign nationals, expatriate taxation, and international trust or estate concepts preferred.
• Excellent analytical, research, and communication skills, with the ability to explain complex concepts clearly and effectively to clients.
• Proven ability to manage projects, prioritize competing deadlines, and work effectively in a fast-paced environment.
• Proficiency with tax software and technology tools (e.g., GoSystem, CCH Axcess, or similar platforms).