About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

---

Key Responsibilities

• Prepare individual, estate, and fiduciary tax returns for U.S. and non-U.S. residents under the supervision of senior staff, primarily servicing high-net-worth entrepreneurs and co‑founders.
• Support tax planning and client consultations in collaboration with tax attorneys and wealth managers.
• Prepare international tax filings (e.g., Forms 5471, 8865, 8858, FBAR/114) and learn procedures and best practices under mentorship.
• Contribute to team workflows: document workpapers, maintain client files, and follow quality-control procedures.
• Manage multiple client engagements and deadlines while escalating complex issues to senior staff.
• Communicate clearly with clients and external advisors; draft summaries, memos, and client-facing deliverables as needed.

---

Requirements

Education

• Bachelor's degree in Accounting, Finance, or a related field.
• Actively pursuing or planning to pursue a professional credential (CPA, EA, or equivalent).

Experience

• 1–2 years of experience in accounting, tax, or related roles (including internships).
• Exposure to individual tax rules, accounting systems, or financial software.

Technical Skills

• Basic accounting principles and U.S. tax regulation knowledge.
• Familiarity with accounting packages (e.g., Xero, QuickBooks) and productivity tools (e.g., Microsoft Excel, Monday.com).
• Ability to learn international tax forms and compliance processes.

Soft Skills

• Trust & discretion when handling confidential client information.
• Strong client-communication skills — able to explain tax concepts clearly and proactively.
• Relationship-building skills for working with demanding international clients and advisors.
• Attention to detail combined with the ability to see the client’s broader situation.
• Adaptability and practical problem-solving in a fast-paced environment.
• Strong organization and time-management across multiple engagements.

Languages

• Fluency in English required. French (written and spoken) is a plus.

---

Why This Role / Benefits

Confidential Client offers a modern, supportive environment with benefits designed for international-focused tax professionals.

• Health insurance 100% covered, with HSA & FSA options
• 401(k) with a 100% match up to 6% (eligible after 3 months)
• Unlimited PTO (minimum expectation: 2 weeks)
• Flexible remote policy — work from offices (NYC, Austin, Miami, Atlanta) or anywhere in the U.S.
• Office perks: breakfast, afternoon snacks, and weekly social events
• Up to 8 weeks per year working from abroad

---

Who Should Apply

• Early-career tax professionals (1–2 years experience) or recent graduates pursuing CPA/EA credentials
• Candidates comfortable learning international tax compliance and working with high-net-worth private clients
• Professionals who value discretion, clear client communication, and collaborative team environments

---

Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.