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Global Taxation Specialist

2 months ago

Montgomery, Alabama, United States Wipfli Full time
About the Role

At Wipfli, we're committed to providing exceptional services to our clients. As a key member of our team, you'll play a vital role in delivering high-quality international tax services that drive measurable value for our clients.

Key Responsibilities
  • Provide expert international tax services that meet and exceed client expectations.
  • Advise clients from diverse industries on complex international tax matters, ensuring they're well-informed and compliant.
  • Facilitate the planning, execution, direction, and completion of international tax projects, ensuring timely and accurate delivery.
  • Consult with clients on tax-efficient structuring of international transactions, effective use of tax treaties, and planning related to offshore investments activities and repatriation programs to minimize US and foreign income taxes.
  • Research and analyze international and domestic tax issues using tax research tools, staying up-to-date with the latest regulations and best practices.
  • Review tax returns with international complexities, utilizing tax-related software, and make recommendations on return preparation regarding accuracy and tax savings opportunities.
  • Provide technical expertise and knowledge of processes to expand the line of business and develop professional staff.
Additional Responsibilities
  • Recognize potential international tax issues and/or opportunities in engagements and discuss with engagement leader.
  • Participate in client meetings to obtain/discuss tax documents and finalize tax returns.
  • Participate in core CPE programs to enhance professional development and stay current with industry trends.
  • Actively participate in community activities to develop positive relationships with community leaders and members.
  • Actively participate in firm-sponsored events for assigned product line clients and prospects.
  • Respond to client and firm associate requests in a timely, accurate, positive, and professional manner.
  • Prepare client correspondence, letters, e-mail, or other communications pertaining to engagement planning and requests.
  • Adhere to prescribed budgets and deadlines.
  • Develop technical competency and stay up-to-date with industry developments.
Qualifications
  • Requires a Bachelor's Degree in Accounting or an equivalent combination of education and experience.
  • CPA certification or JD preferred.
  • Requires at least 5+ years of job-related experience.
  • International tax experience required.
  • Requires prior accounting and/or tax experience.
  • Subject matter leader in similar accounting and/or tax services.
  • Management and/or mentoring experience with other staff members.
  • Experience making recommendations to management.
  • Prior public accounting experience desired.