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 1 day ago
Similar jobs that could be interesting for youBased on the Senior Associate Tax Services- High Net Worth Individuals/International Tax in West Palm Beach, FL vacancy
- ...EisnerAmper, we look for individuals who welcome new... ...We are seeking a Senior Associate to join the Financial Services Assurance practice... ..., and systems of internal control... ...largest accounting, tax, and business advisory... ...companies, as well as high net worth individuals,...SeniorTaxHigh net worthLocal area
EisnerAmper
West Palm Beach, FL5 days ago $80k - $115k
...lookout for innovative individuals who are eager to... ...in the financial services sector. Whether... ...to welcome a Senior Associate to our Financial... ...procedures, and internal controls. Conducting... ...accounting, tax, and business advisory... ...-market firms, high-net-worth individuals, family...SeniorTaxHigh net worthLocal area- Berkowitz Pollack Brant is seeking a Senior Associate for their Family Office Services team in West Palm Beach, Florida.... ...complex financial functions for high-net-worth clients. Key responsibilities... ...financial statements, and ensuring tax compliance. A bachelor's degree...SeniorTaxHigh net worthWork at office
- Senior Associate - Family Office Services It's fun to work in a company where people truly believe... ...than 400 accountants, tax specialists, and... ...financial success of our high-net-worth clients. As a Senior Associate... ...with clients, vendors, and internal teams to resolve...SeniorTaxHigh net worthWork at office
- Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you will prepare and review international tax compliance filings and provide consulting services for clients with global investments. The ideal...InternationalSeniorTaxHigh net worth
- ...Details UHNW, Trusts, Estates, Gift tax About Us We are a growing CPA... ...provides an integrated suite of services customized to fit the needs of high‑net‑worth individuals and the entities they own. Our... ...mentoring and managing staff and senior staff Active CPA required...SeniorTaxHigh net worthWork at officeLocal area
- ...EisnerAmper, we look for individuals who welcome new ideas,... ...is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are... ...towards completion, OR IRS (Internal Revenue Service) Enrolled... ...held businesses and high net worth individuals with the...SeniorTaxHigh net worthTemporary workPrivate practiceLocal area
EisnerAmper
West Palm Beach, FL3 days ago $75k - $120k
...At EisnerAmper, we look for individuals who welcome new ideas, encourage... ...managing and coordinating tax compliance and advisory work... ...of progressive financial service tax experience ~ Experience... ...companies, as well as high net worth individuals, family offices,...SeniorTaxHigh net worthLocal areaEisnerAmper
West Palm Beach, FL6 days ago$130k - $175k
...growing one of our Federal Tax specialty areas, our Private Client Services (PCS) practice. PCS works... ...owners, and other domestic and international high net worth individuals, serving as their advisor,... ...mentor, and motivate our Associates, Senior Associates and Managers by...InternationalTaxHigh net worthPart timePrivate practiceWork at officeFlexible hoursAlvarez & Marsal
West Palm Beach, FL1 day ago- ...EisnerAmper, we look for individuals who welcome new... ...looking for a Senior Manager to join... ...Accounting Services Public Sector team... ...the monthly close, internal controls, grants... ...largest accounting, tax, and business... ...companies, as well as high net worth individuals,...SeniorTaxHigh net worthWork at officeLocal area2 days per week3 days per week
EisnerAmper
West Palm Beach, FL4 days ago - ...Job Description Job Description Tax Senior Manager Work location: Garden City... ...and multi-state tax returns for individuals, trusts, estates, non-profit organizations... ...~ Recent or current experience servicing High Net Worth and/or Family Office clients ~ Proficient...SeniorTaxHigh net worthWork at office
Spartan Placements, LLC
West Palm Beach, FL6 days ago - ...professional with over 7 years of expertise working with high net worth individuals and closely held businesses. An active CPA is required, and... ...hours of PTO. Join a firm that values exceptional client services and provides a diverse range of family office services. #J...SeniorTaxHigh net worthWork at office
$170k
...A leading financial services firm is seeking a Tax Manager/Sr. Tax Manager in Florida, focusing on managing client relationships and complex... ...tax returns for partnerships, S Corps, C Corps, and high-net-worth individuals, along with leading engagement teams. The position...SeniorTaxHigh net worthWork at officeIT Resource Hunter
West Palm Beach, FL3 days ago- ...the Family Office Services Team, the Senior Wealth Planner... ...credentials and develops individual technical... ...Collaborate with internal teams to understand... ...insights, and deliver high-quality planning... ..., estate, or tax planning; experience... ...with ultra-high-net-worth individuals and...SeniorTaxHigh net worthWork at office
Oxford Financial GRP
Palm Beach, FL17 days ago $160k - $220k
...Tax Senior Manager, Private Client Group New York, NY / Boca... ...consulting and business management services from tax planning and... ...planning to service high-net-worth individuals and families. This role involves... ...levels of people, both internally and externally. Nimble...SeniorTaxHigh net worthFull timeAnchin
Palm Beach Gardens, FL5 days ago- ...EisnerAmper, we look for individuals who welcome new ideas,... ...goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to... ...engagement economics Highly proactive approach to serving... ..., as well as high net worth individuals, family offices...TaxHigh net worthWork experience placementPrivate practiceLocal area
EisnerAmper
West Palm Beach, FL3 days ago - ...AtEisnerAmper, we look for individuals who welcomenew ideas,... ...We are seeking a Senior Fund Accountant to join... ...clients with exceptional services. What it Means to... ...accounting and tax planning to outsourced... ...companies, as well as high net worth individuals, family offices...SeniorTaxHigh net worthLocal area
EisnerAmper
West Palm Beach, FL6 days ago $140k - $270k
...EisnerAmper is seeking a Senior Manager to join our National Tax Office. We are seeking... ...with exceptional services. This individual will receive training... ...A tax structuring and internal restructuring Draft... ...companies, as well as high net worth individuals, family offices...SeniorTaxHigh net worthWork at officeLocal areaRemote workEisnerAmper
West Palm Beach, FL6 days ago$125k - $250k
...EisnerAmper, we look for individuals who welcome new ideas,... ...federal income tax issues, including real... ...development of related internal and external content... ...Team: As the largest service line within the firm,... ...governmental entities as well as high-net-worth individuals, family...SeniorTaxHigh net worthLocal areaEisnerAmper
West Palm Beach, FL4 days ago- ...clients, including ultra-high net worth and high net worth individuals, as well as family offices... ...of the full product and service offerings of Goldman Sachs... ..., which may include tax and estate planning, philanthropic... ...Partner with internal and external subject matter...TaxHigh net worth
The Goldman Sachs Group, Inc.
West Palm Beach, FL1 day ago - ...EisnerAmper, we look for individuals who welcome new ideas,... .... We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused... ...compliance solutions to high net worth individuals, family offices... ..., coach, and develop senior-level professionals, fostering...TaxHigh net worthPrivate practiceLocal area
EisnerAmper
West Palm Beach, FL4 days ago - ...entrepreneurial minded Senior Wealth Advisor... .... This individual will be responsible... ...converting ultra-high-net-worth (UHNW) prospective... ...Coach and mentor Associate Wealth Advisors and... ...of investments, tax and estate planning... ...planning and/or banking services. Proven track...SeniorTaxHigh net worthTemporary workWork at officeRemote work
Bessemer Trust
West Palm Beach, FL1 day ago - ...Job Description Job Description Tax Partner High Net Worth Work location: West Palm Beach, FL.... ...Ensure compliance with federal, state, and international tax laws. Lead and mentor tax teams to deliver top-tier client service. Drive business development and...InternationalTaxHigh net worth
Spartan Placements, LLC
West Palm Beach, FL6 days ago - ...EisnerAmper, we look for individuals who welcome new ideas,... ...is seeking a Senior Consultant - CDBG-DR in our Government Services Practice. This role is... ...the largest accounting, tax, and business advisory... ...companies, as well as high net worth individuals, family offices...SeniorTaxHigh net worthWork at officeLocal areaRemote work
EisnerAmper
West Palm Beach, FL4 days ago - ...EisnerAmper looks for individuals who welcome new ideas,... ...goals. We are seeking a Senior Fund Accountant to... ...clients with exceptional services. What Work You Will... ...general accounting and tax planning to outsourced... ...-market companies, high net worth individuals, family offices...SeniorTaxHigh net worthLocal area
$60k - $70k
...Financial is seeking a highly motivated Associate, Client Advisor... ...of ultra-high-net-worth clients by... ...work closely with senior team members to... ...delivering best-in-class service with discretion... ...with tax advisors, estate... ...‑high‑net‑worth individuals, families, and institutions...TaxHigh net worthWork at office$125k - $170k
...Performance Improvement Senior Associate: Operations &... ...Performance Improvement Services (PEPI) practice, with... ...growing business targeting high growth in the next... ..., and exposure to international business assignments.... ...Contribute We are seeking individuals that can help deliver...InternationalSeniorPart timeFlexible hours- ...Boundless Horizons of Tax, Valuation, and... ...professional services organizations. You... ...! The Role Senior Associates in our Private Client... ...Associates and Interns; and Receive... ...in a fast-paced, high-pressure environment... ...to recognizing individual contributions and...SeniorTaxPrivate practiceLocal area
Andersen
West Palm Beach, FL1 day ago - ...Senior Vice President, Private Banking At BNY,... ...leading global financial services company at the heart... ...on helping successful individuals and their families build... ..., Spending, Managing Taxes, Protecting Legacies —... ...Experience working with ultra-high net worth clients. Financial...SeniorTaxHigh net worthFull timeTemporary workWork experience placementLocal areaWorldwideFlexible hoursShift work
BNY
Palm Beach Gardens, FL3 days ago - Tax Senior Associate - Private Client Services We are seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. Work Responsibilities Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy...SeniorTaxPrivate practiceLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Associate Tax Services- High Net Worth Individuals/International Tax. Be the first to apply!
Related searches
- family law associate West Palm Beach, FL
- call center associate West Palm Beach, FL
- associate veterinarian West Palm Beach, FL
- mental health associate West Palm Beach, FL
- private equity associate West Palm Beach, FL
- membership associate West Palm Beach, FL
- purchasing associate West Palm Beach, FL
- utility associate West Palm Beach, FL
- trust associate West Palm Beach, FL
- associate West Palm Beach, FL