Corporate Tax Strategist
3 weeks ago
We are seeking a highly skilled Corporate Tax Strategist to join our team at Berkowitz Pollack Brant. As a key member of our tax practice, you will play a pivotal role in providing strategic tax planning for entrepreneurial individuals and their businesses, cross-border tax planning for wealthy families and trusts, and transactional consulting.
Responsibilities include:
- Conducting research and consulting with clients on tax-efficient structuring of inbound and outbound international transactions, effective use of tax treaties, planning related to offshore investment activities, and repatriation programs to minimize US and foreign income taxes of our US-based multinational clients.
- Facilitating client understanding of international tax development implications.
- Maintaining strong client relations and cross-selling services within the assigned group of clients.
- Collaborating closely with partners, managers, and staff to integrate practice development skills into a team approach to client service and new business development.
- Managing, developing, training, and mentoring staff on tax projects and assessing performance for engagement and year-end reviews.
- Maintaining active communication with clients to manage expectations, ensure satisfaction, meet deadlines, and lead change efforts effectively.
- Consulting, working with, and servicing clients to make recommendations on business and process improvements and serving as a business advisor to clients.
- Attending professional development and training sessions regularly and staying informed regarding tax changes and issues that could affect clients.
Qualifications include:
- Eight (8) or more years of progressive tax consulting experience.
- Bachelor's degree in accounting and CPA.
- Masters in taxation, LLM in Taxation, or JD.
- Experience with a large public accounting firm or large law firm.
- Knowledge of inbound and outbound taxation.
- Working knowledge of international, estate, and gift tax planning.
- Experience with foreign trust issues, including foreign grantor and non-grantor trusts.
- Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP and tax compliance and consulting.
We offer a competitive and equitable workplace, professional development and career growth opportunities, and a diverse and inclusive culture.
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