We are a global tax firm specializing in income and estate tax matters for ultra-high-net-worth global private clients with a connection to the U.S. or planning to have a connection to the U.S. by way of family members immigrating to the U.S., residing or attending higher education in the U.S. or investing in U.S. real property and businesses. We are highly regarded and sought for our specialization by U.S. and non-U.S. attorneys, fiduciaries, and other financial institutions.
Our firm is one of the leading Global CPA firms in the United States. By combining our expertise, experience, and amazing team members, each client receives close personal and professional attention.
Responsibilities
Preparation and review of individual, trust and estate income tax returns, gift tax returns, NRA estate tax returns and FBARs
Prepare and review of tax return supporting work papers
Preparation and review of foreign corporate tax returns (Form 1120-F)
Prepare and review foreign trust distributable net income and undistributable net income calculations
Preparation and review of international information returns: Forms 5471, 5472, 3520, 3520-A, 8621, 8938
Prepare and review FIRPTA tax withholding forms
Prepare and review individual and trust tax withholding forms
Prepare and review and file federal and state extensions and quarterly estimated taxes
Prepare and review tax authority Power of Attorney forms
Prepare and review tax authority notice responses
Process and electronically file tax returns
Work on special projects such as estimated tax for large foreign capital gain transactions
Communicate directly with clients and third parties as part of the tax preparation, review and special project work
Some tax research
Qualifications and Skills
Bachelor’s Degree or above preferred
CPA not required
Spanish Required
10 years+ HNW client tax preparation experience with midsize to large CPA accounting firm
HNW clients with some international activities
Excel, Word and Outlook
Experience with CCH Axcess tax preparation software
Detailed oriented
Good writing and verbal communication skills
Excellent ability to learn
Good initiative
