Private Client/High Net Worth Manager

4 weeks ago

Doral, United States Doeren hew Full time

Doeren Mayhew is a $150 Million certified public accounting and advisory firm headquartered in Troy, Michigan with offices in Houston, Miami, Dallas, Charlotte, Tampa, Grand Rapids, Atlanta, Zurich, and London. Founded in 1932, Doeren Mayhew is recognized as an Inside Public Accounting Top 100 public accounting firm. Today we are a Top 50 CPA firm in the nation. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation and is recommended by 98% of our clients, visit our career page at Doeren.com/careers for a list of our current employment opportunities. As an independent member firm of Moore Global Limited Network, we have access to an accounting and advisory family of over 30,000 people across more than 250 independent firms in over 110 countries, connecting and collaborating to take care of clients’ needs – local, national and international. This reach, combined with the team at Doeren Mayhew, helps ensure the access to technical and industry knowledge required to compete in today’s global marketplace. We are seeking a Private Client/ High Net Worth Manager (or above) to join our rapidly growing International Services Group team. This opportunity can be remote or hybrid in one of our domestic office locations. Responsibilities: Review foreign trust instruments to identify US tax attributes. Prepare and review Forms 3520/3520-A and flow of information to individual income tax filings. Prepare and review foreign non-grantor trust beneficiary statements, including calculation of distributable net income (DNI), undistributed net income (UNI) and fiduciary accounting income (FAI). Work closely with high-net-worth individuals, their advisors and fiduciaries to execute legal advice, explain complex trust reporting requirements and provide guidance on compliance matters. Serve as a trusted advisor to clients, maintaining long-term relationships and proactively identifying opportunities to enhance their financial position through tax strategies. Qualifications: Bachelor’s degree in accounting required. CPA or passing of bar exam required. 7+ years’ experience in cross border taxation, with a focus on trusts and high net worth individuals. Experience working with trustees of non-US trusts to implement tax planning strategies for US beneficiaries. Understanding of nuanced trust accounting issues. Understanding the US classification of foreign entities typically owned by foreign trusts including PFIC and Subpart F concepts and required US disclosures. Excellent analytical and problem-solving skills. Strong written and verbal communication skills. Self-starter who is able to work in a team, collaborative environment and drive a project to completion. Proficient in Adobe, Microsoft Excel, Word and PowerPoint. Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law. #J-18808-Ljbffr

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