Job Description

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

• Bachelor’s 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.