Tax - Business Tax Services - Private Tax - International - Manager
$116,200 to $212,900
Apply (opens in a new tab)Tax - Business Tax Services - Private Tax - International - Manager
Posted 6 days ago
SENIORITY
Lead
SALARY
$116,200 to $212,900
About the role
- Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures.
- Supporting clients in wealth transfer, succession planning, and governance strategies.
- Navigating the unique challenges of multijurisdictional families and cross-border tax matters.
- Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns
- Application of foreign tax treaties and foreign tax credits
- Prepare form 1040, 1041 and 1065 and significant experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A)
- Team members with a compliance focus: prepare or review US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding nonUS assets, or foreign nationals holding US assets. This role includes the preparation and review of the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts. Experience with relevant tax processing programs, and application of AI to data optimization and return process are essential skills.
- Team members with an advisory focus:
- Design pre-immigration tax plans
- Classification of trusts for US tax purposes, and review of forms 3520
- Assist with US exit planning
- FIRPTA
- Form the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign
- Identifying foreign reporting obligations
- Prepare tax memorandums and opinions
- Translating complex data from a range of sources into client-ready insights and deliverables
- Support our Private practice with relevant tax analysis and address new trends/market opportunities.
- Work closely with rotators from our domestic teams, individuals on rotation from foreign affiliated firms, and our global deployment services team
- Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
- Communicating complex tax issues to non-tax professionals and clients
- Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
- An appreciation of world affairs, cultures and protecting financial security. Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart.
- Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management.
- Experience in continuous process improvement and identification of innovative solutions through research and analysis.
- Proven ability to guide and supervise others to deliver complex technical initiatives, with accountability for performance and results.
- Depth of expertise in interpreting internal and external issues to recommend quality solutions.
- Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth. To qualify for the role you must have
- A bachelor's degree in a related field, supported by significant tax and a CPA certification or membership in The Bar; Minimum of 5 years of work experience in professional services or professional tax organization
- A thorough understanding of estate and wealth planning; as well as experience with federal and state personal and trust income tax
- Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
- A thorough understanding of automated tax processing systems and laws within your area of technical professionalism
- Experience managing budgets and projects
- Bachelor's degree required (4-year degree).
- Typically, no less than 5 - 6 years relevant experience.
- International Tax Planning
- Tax Research and Analysis
- Client trust and value
- Emotional Agility
- Leading teams
- Managing change
- Negotiation and influencing
- Global Mindset Ideally you will also have
- A proven record in high net-worth tax planning
- A proven record in a professional services environment
- Experience in coaching and mentoring junior colleagues
- Executive presence and business development skills
- Strong analytical skills and attention to detail
- The ability to adapt your work style to work with both internal and client team members
- Experience leading workstream delivery and tracking project status.
- Experience managing engagement economics and identifying opportunities for additional services.
Before you apply
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Your profile is current
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A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
