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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
U.S. tax returnsinternational information reportingForms 8938Forms 3520Forms 5471tax planningtrust taxationforeign investment structuringexpatriation
Soft Skills
mentoringsupervisingproject managementclient interactionoperational excellence
Certifications & Qualifications
CPAEAJDMSTLLM
Industry Keywords
U.S. private client taxcross-border exposureinternational individual taxtrustsestate rulesgift rules
About the role
Key responsibilities & impact- Lead day-to-day client delivery for complex HNWI tax engagements with international components
- Prepare and review U.S. tax returns and international information reporting (Forms 8938, 3520, 5471, etc.)
- Conduct technical research and provide tax planning on topics such as trust taxation, foreign investment structuring, and expatriation
- Mentor and supervise junior team members, ensuring work quality and timely delivery
- Drive operational excellence across client engagements, including planning, budgeting, and workflow coordination
Requirements
What you’ll need- CPA, EA, or JD required; MST or LLM a plus
- 6–8 years of U.S. private client tax experience, ideally with cross-border exposure
- Strong understanding of U.S. international individual tax, trusts, and estate/gift rules
- Demonstrated ability to manage projects, review technical work, and interact with clients
- Eagerness to grow technically and contribute to practice-building initiatives
Benefits
Comp & perks- Competitive compensation with performance-based bonus
