International HNW and Private Client Services Senior - REMOTE

You will be part of a team that prepares (mostly) individual tax returns with many interesting foreign elements, each of which introduces a puzzle and variety into the tax preparation process.  Common forms and schedules include Form 1116, 2555, 8938, 8621, 3520, 3520-A, 5471, 8865, 8833, 926, 965, 1040NR, and 8288-B.

 Primary activities:

Prepare/review U.S. individual tax returns for U.S. residents, expatriates, and foreign nationals with diverse financial interests.  Prepare/review certain entity returns, as needed (e.g., partnerships, corporations, trusts depending on technical experience)

Learn continuously about nuances in the tax treatment of individuals with foreign assets and income.

Deliver a high level of client service by communicating directly with clients to manage expectations, explain tax implications, obtain missing information, and strengthen client relationships.

Set and adjust priorities daily, in line with project load, new information received, budget and deadline requirements, and client satisfaction considerations.

Your Background and Qualifications:

Bachelor's or Master's degree and CPA, JD, or EA

3 to 10+ years of U.S. tax compliance experience with a public accounting firm, with a focus on private client services or high-net-worth individuals.

Excellent communication skills and interpersonal skills.

High integrity and client-service focus.

TWG provides a range of tax services to clients.  Familiarity with some or all of these services is a plus but not a requirement, as we provide training in these areas: foreign financial assets (FBAR & FATCA); international corporate taxation; tax planning for high-net-worth individuals; corporate, small business, and entity taxation; changes in residency status; tax equalization; expatriation (Exit Tax); IRS Offshore Voluntary Disclosure Programs (OVDP); passive foreign investment companies (PFICs); and foreign pensions, trusts, and investments.

About you:

·         You are energized by the prospect of stimulating work.

·         You love tax and have a solid foundation in individual tax compliance (and knowledge of gift, estate, and trusts

·         You enjoy training and mentoring staff.

·         You are a seasoned professional who interacts comfortably with intelligent, successful (although not always tax-savvy) individual tax clients.

·         You are also a compassionate person who understand the unique sensitivity needed to speak with and guide clients who have lost a loved one

·         Your superior organizational and project management skills enable you to skillfully manage complex projects with multiple moving parts.