Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or related field.
• CPA required.
• 6+ years of progressive public accounting tax experience.
• Inbound international tax experience required.
• HNW individual tax experience required.
• Strong knowledge of cross-border U.S. tax compliance and planning.
• Experience reviewing complex individual and international tax filings.
• Strong client-facing, technical, and communication skills.
• Spanish or Portuguese fluency strongly preferred.
• New Jersey-based candidates preferred.
• Partnership, pass-through, trust, estate, or family office experience is a plus.
• Master's degree in Taxation preferred.

Responsibilities

• Manage and review complex tax engagements for HNW individuals and inbound international clients.
• Advise foreign individuals, families, and businesses on U.S. tax compliance, planning, and cross-border matters.
• Serve as a primary client contact and build strong, trusted relationships.
• Research and resolve complex international, federal, and multi-state tax issues.
• Identify proactive tax planning opportunities and provide strategic recommendations.
• Manage multiple engagements, deadlines, and deliverables.
• Review tax returns, workpapers, and international filings for accuracy and compliance.
• Mentor and provide technical guidance to tax professionals.
• Collaborate with partners on complex international tax matters and client opportunities.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning.