Tax Manager - International

Overview

This role supports an organization serving international tax clients, with a primary focus on the Private Client group for high net worth individuals. This is a primarily remote position.

Responsibilities

International Tax Compliance

• Review and complete the preparation of foreign information returns, including Forms 1116, 1118, 5471, 5472, 8621, 8858, 8865, 8938, and 8992
• Experience with Forms 3520 and 3520-A – Annual Return of a Foreign Trust with a US Owner
• Familiarity with Form 1040-NRs
• Prepare and review U.S. withholding tax forms, including Forms 1042, 1042-S, 1042-T, 8804, and 8805
• Manage U.S. inbound and outbound international cross-border tax matters, including GILTI, FDII, Subpart F, and Foreign Tax Credit calculations and planning, with a focus on planning related to Ultra High Net Worth Individuals
• Perform E&P and PTEP calculations for CFC distribution tracking and compliance
• Execute Section 962 elections for individual shareholders of CFCs, including compliance, planning, and strategic tax optimization
• Prepare and review amended and delinquent U.S. tax returns, including international information returns; advise clients on IRS voluntary disclosure programs and streamlined filing compliance procedures to address past noncompliance and mitigate penalty risks

Leadership and Team Development

• Supervise, mentor, and train team members to enhance technical expertise and support professional growth
• Foster a collaborative team environment while ensuring high-quality work is delivered

Client Advisory and Consulting

• Identify, research, and advise clients on international tax issues and planning opportunities for individuals, corporations, partnerships, and S corporations
• Build and maintain client relationships by acting as a trusted advisor on international tax matters
• Support clients during audits and respond to inquiries from taxing authorities

Strategic Contributions

• Collaborate with multi-disciplinary teams to deliver industry insights and tailored solutions
• Participate in tax special projects and other consulting engagements

Qualifications

• Bachelor’s degree in accounting; CPA, JD, or EA required
• Minimum of 6 years of relevant experience, including prior experience supervising teams
• Proven expertise in international tax compliance and consulting
• Strong technical knowledge of tax preparation and review, tax compliance, and tax research
• Familiarity with tax software and proficiency in Microsoft Excel
• Excellent verbal and written communication skills
• Demonstrated leadership abilities and a passion for developing others
• Exceptional problem-solving skills with the ability to think creatively and strategically
• Collaborative mindset and ability to work effectively with colleagues and clients at all levels

Compensation & Benefits

Not specified in the provided description.

Location

Primarily remote.