Join Primus Valor AG as a dual student in Accounting, Taxation, and Business Law. Gain hands - on experience while studying at DHBW Mannheim with career opportunities post - graduation.
BC
Onsite Managing Director, International Tax
Posted 14 hours ago
About the role
- Managing Director leading international tax strategy at Berkowitz Pollack Brant, advising high-net-worth clients on complex cross-border issues. Collaborating with team members to expand the firm's tax practice.
Responsibilities
- Serve as a senior advisor to high-net-worth individuals, families, family offices, and closely held businesses on complex international tax and private wealth matters.
- Lead the design and implementation of tax-efficient inbound and outbound structures for private clients, including cross-border business ownership, family investment structures, and succession planning.
- Advise clients on the international tax implications of the Tax Cuts and Jobs Act of 2017, including GILTI, FDII, Subpart F, and related international provisions affecting private clients and pass-through entities.
- Provide strategic guidance on foreign reporting and compliance matters, including Forms 5471, 8865, 8938, FBAR, and other foreign disclosure requirements.
- Advise on offshore investment planning, repatriation strategies, and global cash-flow planning for private clients and family-controlled enterprises.
- Partner with firm leadership to grow and expand the Private Client Services international tax practice, including business development, client origination, and cross-selling across tax, advisory, and assurance service lines.
- Maintain and expand long-term client relationships, serving as a trusted advisor to multi-generational families and their professional advisors.
- Collaborate closely with Partners, Principals, Directors, and Managers to deliver integrated, high-quality client solutions.
- Lead, mentor, and develop high-performing international tax teams, including Managers, Senior Managers, and Directors, and play an active role in talent recruitment and retention.
- Monitor global tax developments and proactively assess their impact on private clients, providing timely insights and strategic recommendations.
- Represent the firm through thought leadership, speaking engagements, and participation in professional and industry organizations focused on private wealth and international tax.
Requirements
- A minimum of ten (10) years of progressive tax consulting experience, with a strong emphasis on international tax and private client services.
- Bachelor’s degree in Accounting; CPA certification required.
- Advanced degree such as a Master’s in Taxation, LL.M. in Taxation, or JD strongly preferred.
- Experience with a large public accounting firm or large law firm.
- Deep expertise in inbound and outbound international taxation as it relates to high-net-worth individuals, families, trusts, estates, and closely held businesses.
- Extensive experience with international estate and gift tax planning, including foreign trusts (grantor and non-grantor), cross-border wealth transfers, and family structuring.
- Strong understanding of multinational and pass-through entity taxation, transfer pricing considerations, and foreign tax credit utilization for private clients.
- Proven leadership experience with a track record of developing teams, managing complex engagements, and growing client relationships.
- Demonstrated success in business development, practice growth, and executive-level client advisory.
Benefits
- A competitive and equitable workplace.
- Executive-level career growth opportunities within a growing Private Client Services platform.
- Access to Baker Tilly’s national and global network, resources, and private wealth capabilities.
- A diverse, inclusive, and collaborative culture that values leadership, entrepreneurship, and excellence.
- An environment designed for professionals who thrive on building practices, advising sophisticated clients, and making a lasting impact.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Sales Specialist managing prospects through consultations and navigating them toward advisory calls. Driving conversations around financial readiness and service needs with consultative selling techniques.
Tax, Treasury & Internal Control Executive providing tax management advice and strategy in finance team. Collaborating on compliance and financial processes with an emphasis on internal controls.
Tax Associate providing full - service tax preparation and compliance support at Berkowitz Pollack Brant. Assisting with corporate, international, and wealth tax groups in a client - focused environment.
Senior Manager advising high - net - worth clients on complex fiduciary tax matters. Overseeing engagements and mentoring staff in a certified public accounting firm.
Manager in Wealth Tax focusing on fiduciary tax compliance for high - net - worth individuals and families. Lead engagements and develop client relationships in a respected accounting firm.
Manager of Tax Services leading and managing corporate/business tax engagements. Providing compliance, planning, and advisory services to diverse clients in a reputable accounting firm.
Manager in International Tax Services managing and delivering compliance and consulting services for U.S. and foreign multinational clients with a focus on international tax planning.
Senior Manager of Tax Services overseeing corporate tax engagements and driving high - quality client solutions at Berkowitz Pollack Brant.
Managing Director in Wealth Tax responsible for advising high - net - worth clients on estate planning. Leading practice growth and talent development in a respected accounting firm.