About this role
Key Responsibilities
- Prepare or assist in preparing US gift tax returns, including Form 709 and related supporting schedules.
- Gather and organize client-provided gift documentation, valuation reports, trust information, and other supporting data.
- Assist in preparing tax workpapers and summaries related to lifetime gifts, annual exclusions, generation-skipping transfer considerations, and taxable gift calculations.
- Support individual income tax return preparation for high-net-worth individuals as assigned.
- Identify missing information, inconsistencies, or documentation gaps and escalate them appropriately. Research gift tax rules and related federal tax guidance under supervision.
- Collaboration: Maintain organized documentation and collaborate with team members during busy season to ensure timely and accurate client deliverables.
Qualifications & Requirements
- Bachelors degree in Accounting, Finance, or a related field.
- 2 to 5 years of experience in US tax preparation, preferably with individual, fiduciary, estate, or gift tax exposure. Form 709 experience is strongly preferred.
- Technical Skills:
Good understanding of US individual taxation and willingness to deepen technical knowledge in gift tax matters.
- Strong attention to detail and ability to handle sensitive financial information accurately.
- Proficiency in Microsoft Excel and familiarity with US tax preparation software (e.g., UltraTax, CCH Axcess, GoSystem, ProConnect, Lacerte, or similar platforms).
- Soft Skills: Good written and verbal communication skills; ability to work independently while escalating technical questions when needed.
- Credentials: CPA license or active progress toward CPA certification is a plus, but not required.