International HNW and Private Client Services Senior/Manager - Remote

The Wolf Group PC
Working from home
Competitive Salary plus benefits
Closing date
Dec 7, 2023

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Job Role
Tax Compliance
Contract Type
Full Time
Level of qualification
CPA, CPA: Experienced, CPA: Manager

You will be part of a compliance team that focuses on (mostly) individual tax returns with many interesting foreign elements, each of which introduces a puzzle and variety into the tax preparation process. Common forms and schedules include Form 1116, 2555, 8938, 8621, 3520, 3520-A, 8833, 706, 706NA, 709, 1041, 1040NR.

Primary activities:

·         Prepare/review U.S. individual tax returns for U.S. residents, expatriates, and foreign nationals with diverse financial interests. Prepare/review certain fiduciary/trust, estate, and gift returns, as needed.

·         Read and summarize trust documents to determine type of trust and tax filing requirements.

·         Learn continuously about nuances in the tax tools, elections, and treatment of individuals with foreign assets and income as well as their related gifts, fiduciary/trusts and estates such as understanding the application of GST exemptions.

·         Deliver a high level of client service by communicating directly with clients and 3rd party advisors to manage expectations, explain tax implications, obtain missing information, and strengthen client relationships.

·         Set and adjust priorities daily, in line with project load, new information received, budget and deadline requirements, and client satisfaction considerations.

·         Mentor and train staff 

Your Background and Qualifications:

·         Bachelor’s or Master’s degree and CPA or EA

·         3+ years of U.S. tax compliance experience with a public accounting firm, with a focus on private client services or high-net-worth individuals

·         Excellent communication skills and interpersonal skills

·         High integrity and client-service focus

TWG provides a range of tax services to clients. Familiarity with some or all of these services is a plus but not a requirement, as we provide training in these areas: foreign financial assets (FBAR & FATCA); tax planning for high-net-worth individuals; changes in residency and domicile status; expatriation (Exit Tax); passive foreign investment companies (PFICs); and foreign pensions, trusts, and investments as well as fiduciary elections.


About You


·         You are energized by the prospect of stimulating work.

·         You love tax and have a solid foundation in individual tax compliance (and knowledge of gift, estate, and trusts

·         You enjoy training and mentoring staff.

·         You are a seasoned professional who interacts comfortably with intelligent, successful (although not always tax-savvy) individual tax clients.

·         You are also a compassionate person who understand the unique sensitivity needed to speak with and guide clients who have lost a loved one

·         Your superior organizational and project management skills enable you to skillfully manage complex projects with multiple moving parts.


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