Senior Tax Associate- Private Wealth International
Core
Provide compliance and consulting services to high-net-worth individuals, families, and private businesses on complex domestic and international tax matters.
Role type
Senior Tax Associate (Private Wealth International)
Builds
Strategic income, trust, estate, gift, and international tax planning for affluent clients
Domain
Tax advisory for private wealth and international assets
Required skills
Complex tax return preparation, International asset disclosure analysis, Strategic tax planning, Federal estate/gift/charitable planning, Technical tax research, Client relationship management
Preferred skills
CPA, MST, or JD/LLM licensure, Experience with foreign account reporting, Family office advisory experience
Technologies
Tax return software, International disclosure platforms
Responsibilities
Prepare and review complex individual, trust, estate, gift, and state tax returns, Analyze international holdings for disclosure purposes, Assist clients with planning around foreign assets and minimizing global taxation, Work on proactive tax planning and strategic consulting engagements, Build technical competence by applying trends and technical authorities to complex situations, Support team growth through mentoring and coaching
