Senior Associate Tax Services- High Net Worth Individuals/International Tax

Berkowitz Pollack Brant Advisors + CPAs • Miami, FL

1d

About The Position

As a Senior Associate in our Private Client Services International Tax practice, you will play a key role in serving high-net-worth individuals, families, closely held businesses, trusts, and foreign nationals with complex cross-border tax matters. You will collaborate closely with managers and partners to provide international tax compliance, consulting, and planning services tailored to clients with global investments, foreign entities, and international reporting obligations. This position offers the opportunity to deepen your technical expertise, develop client relationships, and grow within a collaborative and dynamic environment.

Requirements

• Bachelor’s degree in Accounting required; Master’s in Taxation strongly preferred.
• CPA license required (active or in progress).
• Minimum of 2–4 years of relevant international tax experience in public accounting or a professional services firm.
• Strong technical understanding of U.S. international tax provisions affecting individuals, trusts, and closely held entities.
• Experience with international informational reporting requirements, including Forms 5471, 8858, 8865, 8938, FBAR, and related filings.
• Proven ability to manage projects, prioritize competing deadlines, and work effectively in a fast-paced environment.
• Proficiency with tax software and technology tools (e.g., GoSystem, CCH Axcess, or similar platforms).

Nice To Haves

• JD or LL.M. in Taxation is a plus.
• Familiarity with high-net-worth individuals, foreign nationals, expatriate taxation, and international trust or estate concepts preferred.
• Excellent analytical, research, and communication skills, with the ability to explain complex concepts clearly and effectively to clients.

Responsibilities

• Prepare and review U.S. international tax compliance filings for high-net-worth individuals, trusts, partnerships, and closely held entities with international operations and investments.
• Assist with preparation and review of international informational filings, including Forms 5471, 5472, 8865, 8858, 8938, FBAR, 3520, and 3520-A.
• Analyze foreign financial information, investment structures, and reporting requirements to ensure compliance with U.S. international tax regulations.
• Conduct technical tax research and assist in preparing memoranda related to complex international tax matters, including GILTI, Subpart F, PFICs, foreign tax credits, treaty matters, and cross-border planning strategies.
• Support international tax planning initiatives for high-net-worth individuals, expatriates, foreign nationals, and families with global assets and investments.
• Assist with international estate, gift, and trust planning matters, including wealth transfer and succession planning considerations.
• Manage multiple client engagements simultaneously while ensuring timely, accurate, and high-quality deliverables.
• Communicate proactively with clients and internal teams to manage expectations, identify planning opportunities, and resolve issues efficiently.
• Mentor and review the work of associates and interns, fostering technical growth and professional development.
• Stay current with evolving international tax laws, reporting requirements, and global tax developments impacting private clients.

Benefits

• A collaborative and entrepreneurial work environment.
• Professional development and career advancement opportunities.
• Exposure to sophisticated international private client tax matters.
• A diverse, inclusive, and client-focused culture committed to excellence.
• An employee-centric workplace focused on integrity, mutual respect, ongoing training, and community service.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level