Senior Tax Associate – Private Wealth International

Baker Tilly US

. Provide compliance and consulting services to high-net-worth individuals, affluent families, family offices, private businesses and investment entities .

Posted 10/2/2026full-timeUnited StatesSenior💰 $72,300 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax return preparation and planning for high-net-worth individuals, including international asset disclosure and proactive tax strategies. Strong ability to build client relationships and support team development.

Highest-signal resume keywords

Tax Return PreparationInternational Asset DisclosureProactive Tax PlanningClient Relationship ManagementCPA Eligibility

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningEstate Tax ReturnsGift Tax ReturnsTrust Tax ReturnsInternational DisclosuresCharitable PlanningGeneration-Skipping TaxComplex Tax SituationsWealth ManagementForeign Asset Planning

Soft Skills

NetworkingClient Relationship BuildingTeam SupportCommunicationConsulting

Certifications & Qualifications

CPAJDEAMSTLLM

Industry Keywords

High-Net-Worth IndividualsAffluent FamiliesFamily OfficesPrivate BusinessesInvestment EntitiesTax ComplianceWealth PreservationGlobal TaxationTax ConsultingProfessional Experience

About the role

Key responsibilities & impact

Provide compliance and consulting services to high-net-worth individuals, affluent families, family offices, private businesses and investment entities
Prepare and review complex individual, trust, estate, gift and state tax returns and international disclosures
Analyze international holdings for disclosure purposes
Assist clients with planning around foreign assets and minimizing global taxation
Deliver proactive tax planning and strategic consulting involving federal estate, gift, charitable planning and generation-skipping tax
Keep current with trends, developments and technical authorities and apply them to complex situations
Network and build strong internal and external client relationships
Support team member growth through the Baker Tilly Care and Teach philosophy

Requirements

What you’ll need

4-year degree
Undergraduate degree in Accounting or related field required
Eligible to obtain CPA, JD, or EA
3 years of professional experience
Two (2) + year(s) experience in tax return preparation and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses
Two (2) + year(s) experience in international asset disclosure preparation for individuals with foreign accounts, businesses, trusts, and other foreign investments
Actively pursuing a CPA, MST or JD/LLM preferred
Eligibility to work in the U.S., without sponsorship, highly preferred
Interest in assisting affluent families and individuals enhance and preserve their wealth

Benefits

Comp & perks

Comprehensive compensation and benefits package to eligible employees
Direct and on-the-job coaching and mentoring
Firm-wide learning and development programs
Work-life balance encouraged through friendships, social activities and team outings