Senior Associate Tax Services- High Net Worth Individuals/International Tax

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Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public

accounting firm with a longstanding presence in South Florida and New York. BPB

has earned a strong reputation for delivering high-quality tax, assurance, and

advisory services and has been consistently recognized among the top 100

accounting firms in the United States.

Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a

leading global advisory, tax, and assurance firm. During this transition period,

the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs,

reflecting our integration into Baker Tilly’s expansive national and global

network, enhanced resources, and broad range of opportunities.

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with a genuine coast-to-coast and global advantage in major regions of the U.S.

and in many of the world’s leading financial centers – New York, London, San

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are independent members of Baker Tilly International, a worldwide network of

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As a Senior Associate in our Private Client Services International Tax practice,

you will play a key role in serving high-net-worth individuals, families,

closely held businesses, trusts, and foreign nationals with complex cross-border

tax matters. You will collaborate closely with managers and partners to provide

international tax compliance, consulting, and planning services tailored to

clients with global investments, foreign entities, and international reporting

obligations. This position offers the opportunity to deepen your technical

expertise, develop client relationships, and grow within a collaborative and

dynamic environment.

Responsibilities

• Prepare and review U.S. international tax compliance filings for

high-net-worth individuals, trusts, partnerships, and closely held entities

with international operations and investments.

• Assist with preparation and review of international informational filings,

including Forms 5471, 5472, 8865, 8858, 8938, FBAR, 3520, and 3520-A.

• Analyze foreign financial information, investment structures, and reporting

requirements to ensure compliance with U.S. international tax regulations.

• Conduct technical tax research and assist in preparing memoranda related to

complex international tax matters, including GILTI, Subpart F, PFICs, foreign

tax credits, treaty matters, and cross-border planning strategies.

• Support international tax planning initiatives for high-net-worth

individuals, expatriates, foreign nationals, and families with global assets

and investments.

• Assist with international estate, gift, and trust planning matters, including

wealth transfer and succession planning considerations.

• Manage multiple client engagements simultaneously while ensuring timely,

accurate, and high-quality deliverables.

• Communicate proactively with clients and internal teams to manage

expectations, identify planning opportunities, and resolve issues

efficiently.

• Mentor and review the work of associates and interns, fostering technical

growth and professional development.

• Stay current with evolving international tax laws, reporting requirements,

and global tax developments impacting private clients.

Qualifications

• Bachelor’s degree in Accounting required; Master’s in Taxation strongly

preferred.

• CPA license required (active or in progress).

• JD or LL.M. in Taxation is a plus.

• Minimum of 2–4 years of relevant international tax experience in public

accounting or a professional services firm.

• Strong technical understanding of U.S. international tax provisions affecting

individuals, trusts, and closely held entities.

• Experience with international informational reporting requirements, including

Forms 5471, 8858, 8865, 8938, FBAR, and related filings.

• Familiarity with high-net-worth individuals, foreign nationals, expatriate

taxation, and international trust or estate concepts preferred.

• Excellent analytical, research, and communication skills, with the ability to

explain complex concepts clearly and effectively to clients.

• Proven ability to manage projects, prioritize competing deadlines, and work

effectively in a fast-paced environment.

• Proficiency with tax software and technology tools (e.g., GoSystem, CCH

Axcess, or similar platforms).

What We Offer

• A collaborative and entrepreneurial work environment.

• Professional development and career advancement opportunities.

• Exposure to sophisticated international private client tax matters.

• A diverse, inclusive, and client-focused culture committed to excellence.

If you like wild growth and working with happy, enthusiastic over-achievers,

you'll enjoy your career with us!