Tax Manager - International

Overview

This primarily remote Manager role focuses on delivering international tax compliance and consulting services, with an emphasis on high-net-worth individuals within a Private Client group. The position involves advising clients on complex international tax matters while supervising, mentoring, and developing team members.

Responsibilities

International Tax Compliance

• Review and complete foreign information returns, including Forms 1116, 1118, 5471, 5472, 8621, 8858, 8865, 8938, and 8992.
• Prepare Forms 3520 and 3520-A – Annual Return of a Foreign Trust with a US Owner.
• Prepare and review U.S. withholding tax forms, including Forms 1042, 1042-S, 1042-T, 8804, and 8805.
• Apply knowledge of Form 1040-NRs.
• 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 for 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 file 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 delivery.

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 strong client relationships as a trusted advisor on international tax matters.
• Support clients during audits and respond to inquiries from taxing authorities.

Strategic Contributions

• Collaborate with multidisciplinary teams to provide industry insights and tailored solutions.
• Participate in tax special projects and other consulting engagements to support client success.

Requirements

• 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 commitment to 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.

Equal Employment Opportunity

The organization is committed to inclusion and diversity and to providing a welcoming, collaborative, and supportive workplace. Employment decisions are made without regard to an individual’s protected characteristics, including race, color, ethnicity, national origin, gender identity, gender expression, sex, age, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social class, marital status, or veteran status.

Location

• Primarily remote.