CPA – International Private Client

We're Hiring | CPA – International Private Client

About the Role

We are looking for an experienced CPA to join our International Private Client practice.

Our team advises international families, trustees and private trust companies on the legal, tax and practical aspects of managing and transferring significant cross-border wealth.

This is a highly client-facing role, involving regular direct contact with clients and their advisers around the world. The successful candidate will work closely with a partner while progressively taking responsibility for client relationships and complex international matters.

We are looking for someone who combines strong technical expertise with excellent interpersonal skills, sound judgment and a genuine interest in building long-term client relationships.

Key Responsibilities:

• Act as an ongoing adviser and primary point of contact for international families, trustees and private trust companies.
• Advise on the operation, governance and administration of family trusts and international holding structures.
• Assist with establishing and restructuring trusts and corporate structures, including implementation, funding and reporting processes.
• Advise on U.S. tax matters affecting foreign trusts and U.S. beneficiaries, including:
• DNI calculations, distribution planning and trust taxation.
• PFIC/QEF considerations, PTI tracking and related investment implications.
• Reviewing tax reporting and calculations, coordinating filings, elections and tax positions with accountants and advisers.
• Handle accounting and financial matters relating to trusts and family holdings, including financial statements, valuations and distributions.
• Coordinate with international legal counsel, accountants, trustees, private banks and other professional advisers.
• Manage banking-related matters, including KYC, source-of-wealth and beneficial ownership requirements.
• Assist clients with a broad range of cross-border legal, financial and practical matters, identifying issues and developing effective solutions.

Requirements:

• Qualified CPA – mandatory.
• Additional qualification as a lawyer (Israel and/or U.S.) – significant advantage.
• Relevant professional experience in international tax, private client advisory, trusts or a related field, gained in a law firm, accounting firm, family office or similar environment.
• Strong knowledge of U.S. taxation of foreign trusts and U.S. beneficiaries, including DNI, PFIC/QEF rules, distribution planning and U.S. reporting obligations.
• Experience working with trusts, trustees or private trust companies, including an understanding of trust governance and fiduciary responsibilities.
• Excellent client-facing skills, with the confidence to independently manage client calls, meetings and ongoing relationships.
• Fluent, professional English, both written and spoken.
• Strong analytical skills, sound judgment, attention to detail and the ability to manage multiple matters independently.