Overview
This role involves managing inbound corporate tax engagements for foreign companies establishing or expanding operations in the United States, as well as advising middle market and seed-stage businesses navigating growth and cross-border complexities. The position partners with clients, partners, and internal specialty teams—including Transfer Pricing, Global Mobility (UK), SALT, International Tax, Valuation, and CFO Advisory—to deliver coordinated, proactive tax strategies.
Responsibilities
- Manage and review complex corporate tax returns, including consolidated filings, multi-state entities, and foreign-owned U.S. subsidiaries.
- Advise foreign inbound clients on U.S. tax compliance, reporting obligations, and structural considerations for operating in the United States.
- Identify tax efficiencies and risk mitigation strategies for middle-market companies (typically growth-oriented businesses with expanding operational and ownership structures).
- Provide tax planning and advisory services for seed-stage and early-stage companies, including entity structuring, equity compensation, investor considerations, and scaling operations.
- Understand client business models, identify and analyze tax issues, and clearly articulate technical conclusions and planning recommendations.
- Lead tax engagements from start to finish, including planning, budgeting, fee monitoring, execution, and delivery.
- Develop and maintain strong client relationships by providing proactive insights aligned with growth and expansion strategies.
- Ensure timely and accurate filing of client tax returns and compliance with federal, state, and international reporting requirements.
- Review work performed by team members and provide mentorship and constructive feedback to ensure quality and accuracy.
- Stay current on federal, state, local, and international tax developments impacting inbound and growth-stage businesses.
Requirements
- Bachelor’s and/or Master’s degree in Accounting.
- Active CPA license required.
- 5+ years of progressive public accounting experience, with a focus on Corporate Tax.
- Demonstrated experience working with:
- Foreign inbound entities and international tax considerations.
- Middle-market corporate clients.
- Seed or early-stage companies, venture-backed businesses, or investor-focused structures.
- Strong knowledge of federal, state, and international tax regulations affecting foreign-owned and multi-state entities.
- Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite.
- Proven expertise in overseeing complex client engagements and delivering high-quality client service.
- Experience developing strategic tax planning solutions aligned with business growth.
- Experience supervising, training, developing, and reviewing the work of staff and senior associates.
- Strong project management skills with the ability to manage multiple engagements and deadlines simultaneously.
Preferred Qualifications
- Experience advising on M&A structuring, tax due diligence, and ASC 740 compliance.
Compensation & Benefits
- Salary Range: $120,000—$150,000 USD
Location
- Remote (listed as #LI - remote)