Senior Associate Tax Services- High Net Worth Individuals/International Tax
Bpbcpa
- # Senior Associate Tax Services- High Net Worth Individuals/International TaxApplylocations: Fort Lauderdale: West Palm Beach: Boca Raton: Miamitime type: Full timeposted on: Posted 5 Days Agojob requisition id: JR100366**It's fun to work in a company where people truly BELIEVE in what they're doing!** *We're committed to bringing passion and customer focus to the business.*Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States.Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities.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. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.***Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.******Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.***As a Senior Associate in our Private Client Services International Tax practice, you will play a key role in serving high-net-worth individuals, families, closely held businesses, trusts, and foreign nationals with complex cross-border tax matters. You will collaborate closely with managers and partners to provide international tax compliance, consulting, and planning services tailored to clients with global investments, foreign entities, and international reporting obligations. This position offers the opportunity to deepen your technical expertise, develop client relationships, and grow within a collaborative and dynamic environment.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).What We Offer:* A collaborative and entrepreneurial work environment.* Professional development and career advancement opportunities.* Exposure to sophisticated international private client tax matters.* A diverse, inclusive, and client-focused culture committed to excellence.*If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!*
- J-18808-Ljbffr Bpbcpa
Vacancy posted 3 days ago
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