Tax Manager – International

This is a fully remote position, open to applicants in California.

📋 Description

• Lead and assess U.S. international tax compliance projects that involve foreign assets, entities, trusts, branches, and cross-border transactions.

• Supervise the creation and review of necessary international information returns and ensure coordination with relevant domestic tax filings.

• Evaluate intricate international tax issues and offer practical solutions that address compliance, planning opportunities, and associated risks.

• Conduct research on technical matters and document findings in clear, substantiated workpapers and memoranda.

• Oversee project scope, workflows, budgets, timelines, and deliverables; proactively address issues that may impact quality or client service.

• Communicate filing responsibilities, technical insights, and suggested actions to clients and internal teams.

• Review team members’ outputs and provide technical guidance, mentorship, and timely feedback.

• Collaborate with partners and professionals throughout the firm to coordinate cross-border tax services and enhance client relationships.

• Maintain and enhance the templates, checklists, and technical resources utilized in international tax engagements.

⛳️ Requirements

• Bachelor's degree in accounting, taxation, finance, business, or a related discipline.

• Minimum of 5 years of tax experience, including U.S. international tax compliance and related domestic filings.

• Master’s degree in taxation, J.D., or LL.M. in Taxation.

• Experience serving a diverse range of individuals, partnerships, corporations, trusts, and other entities with cross-border tax requirements.

• Proficient in CCH Axcess Tax or ProSystem fx Tax, Excel, Word, and RIA Checkpoint.

• Extensive knowledge of Forms 3520, 3520-A, 5471, 5472, 8621, 8832, 8833, 8858, 8865, 1042, 1042-S, and 2555, along with pertinent domestic filings such as Forms 1040, 1040-NR, 1041, 1065, 1120, and 1120-S.

• Understanding of controlled foreign corporations, foreign branches, Subpart F, net CFC tested income, passive foreign investment companies, PFIC excess distributions, foreign tax credit optimization, foreign trusts, treaty positions, and check-the-box elections.

• Ability to interpret authoritative tax guidance, identify filing obligations and risks, assess planning opportunities, and formulate well-supported conclusions.

• Capacity to manage scope, workflows, budgets, priorities, and deadlines across multiple complex engagements while ensuring quality and responsiveness.

• Excellent written and verbal communication, client service, collaboration, review, and mentoring skills, including the capability to clearly articulate technical issues.

🏝️ Benefits

• Comprehensive Health Coverage – Medical, dental, and vision.

• Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.

• Generous Paid Time Off – Vacation, sick time, holidays, parental leave, and volunteer days.

• Flexible Work Arrangements – Hybrid or remote options, flexible hours.

• Performance-Based Bonus – Recognition for your contributions through discretionary bonuses.

• Professional Development Opportunities – Tuition reimbursement, certifications, mentorship.

• Career Growth & Internal Mobility – Clear paths for advancement and role transitions.

• Inclusive & Supportive Culture – DEI initiatives, employee resource groups, wellness programs.