Senior Associate in Global Mobility Tax, responsible for preparing and reviewing complex federal, state, and local tax returns, managing international tax reporting, and advising clients on tax planning and compliance for global workforce mobility.
Compensation
Compensation Range: $73,600 - $116,000
Responsibilities
Prepare and review complex federal, state, and local individual income tax returns, including Forms 1040 and related schedules.
Prepare and assist with Forms 1041, 706, 709, and related trust, estate, and gift tax filings.
Assist with international information reporting applicable to private clients, including Forms 8938, 8621, 3520/3520-A, 5471, 8865, and FBARs.
Prepare tax workpapers, calculations, reconciliations, estimates, extensions, and supporting documentation.
Analyze complex investment activity, including brokerage accounts, partnerships, private investments, carried interests, stock compensation, and closely held businesses.
Requirements
Bachelor's degree in Accounting, Finance, Taxation, or a related field
A Tax Managing Director responsible for providing tax compliance and consulting services to high net-worth clients, acting as a critical member of the office/region leadership team.
Responsibilities
Leads tax and consulting engagements
Provides Executive presence and acts as primary client contact
Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns
Directs communication with government agencies
Identifies technical issues and conducts advanced tax research
Requirements
Bachelor’s degree in Accounting, Finance, Economics, or Statistics
Master’s degree in Accountancy or Taxation (preferred)
Prepare individual and business tax returns, manage client workload, support tax planning, and potentially take on mentoring or leadership responsibilities.
Compensation
Compensation will reflect experience and scope of responsibility. The salary structure, performance incentives, and benefits will be discussed during the interview process.
Responsibilities
Prepare federal and state individual income tax returns
Manage an assigned client workload, track outstanding information, and meet filing deadlines
Communicate directly with clients to gather information, answer questions, and support tax planning
Prepare partnership, S-corporation, and trust returns
Collaborate with wealth management professionals to support coordinated tax and financial planning
Requirements
Nice to have: Enrolled Agent credential
Nice to have: complex individual or high-net-worth tax experience
A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience to provide tax compliance and consulting services to high net‑worth clients.
Tax Managing Director, Private Client ServicesBDO USA, P.C. · Detroit, US
Senior Tax Accountant / CPATrueline · Louisville, US
Senior Tax AssociateMoneco Advisors · Shelton, US+1 more