Live opening · Posted 3 days ago
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About the role
Description supplied by the original job listing.
The Wolf Group, PC (TWG) is seeking a full-time Tax Manager with experience providing tax compliance and consulting services for high-net-worth individual clients with cross-border concerns.
For 45 years, TWG has been an independent CPA firm, specializing in international and expatriate taxation. Our clients include high-net-worth international clients (foreign nationals with U.S. interests and U.S. citizens with interests abroad), closely held entities, growing multinational corporations, and individuals with global assets.
What you will be doing:
You will be helping to grow and mentor junior tax professionals and provide direct client support to individual clients with expatriate or cross-border concerns.
Reviewing individual tax returns with Forms 2555, 1116, 8938,1040NR, FBAR, and other international forms depending on your experience (e.g., 8621, 3520/3520A, 5471, 8865, 8858, 8833). We provide training as needed to round out your technical capabilities.
Advising clients on tax planning matters and options for addressing compliance concerns, including leveraging IRS Streamlined Filing Procedures
Providing guidance, coaching, and training to junior staff
Serving as primary point of contact for clients and managing client relationships
Monitoring budgets and profitability
Participating in strategic initiatives including leveraging new technology and helping to improve firm processes
This job may be for you, if you:
Have experience working with high-net-worth clients with varying international concerns and want to further develop your knowledge and skill in this area
Have a foundation in international taxation and want to develop it further
Enjoy coaching and mentoring staff
Have high integrity, enjoy delivering excellent client service, and have a proven track record of doing so
Are excited by new developments and opportunities in the tax world and regularly monitor breaking news in areas that affect your clients
Are a tax technician with strong tax research skills and are comfortable researching tax questions
Thrive in an environment where technical experts share ideas and use one another as a sounding board
Appreciate work-life balance, and you are seeking a collaborative work environment that offers opportunities for advancement and equity ownership
Your Background and Qualifications:
7+ years of experience in tax planning and compliance for individuals with international concerns
CPA or EA
Bachelor’s degree in accounting or similar discipline; MS Taxation (preferred)
Knowledge of tax planning and strategies for individuals
Strong skills in researching and interpreting tax laws, rulings and guidance
Strong verbal and written communication skills
Solid organizational and people skills
Entrepreneurial spirit
Optional: experience in other areas, such as taxation of gifts, trusts, estates, and privately held businesses
What The Wolf Group, P.C. offers:
The Wolf Group, P.C. is an independent CPA firm that offers highly competitive compensation and benefits and a solid career path for talented, career-minded individuals. TWG also offers a friendly and collaborative work environment, extensive training, varied and engaging work with sophisticated international clients, and many other benefits.
Work arrangement
Yes
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