Gift Tax Senior Associate — High-Net-Worth Focus

GR8 Affinity BPO, Inc.; Philippines; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

Rehmann is seeking a Tax Senior Associate / Associate focused on Gift Tax to join our US tax practice. You will prepare US gift tax returns (Form 709) and related workpapers, gathering documentation and assisting with lifetime gifts and taxable calculations.

The role supports high-net-worth individuals and requires strong attention to detail, independent work, and collaboration during peak season. Relevant CPA progress or certification is a plus, and onsite work is available.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 2-5 years of experience in US tax preparation, preferably with individual, fiduciary, estate, or gift tax exposure.
• Experience preparing or supporting Form 709 gift tax returns is required or strongly preferred.
• Good understanding of US individual taxation and willingness to deepen technical knowledge in gift tax matters.
• Strong attention to detail and ability to work with sensitive financial and client information accurately.
• Proficiency in Microsoft Excel and familiarity with tax preparation software.
• Good written and verbal communication skills.
• Ability to work independently while escalating technical questions appropriately.
• Flexible work hours and onsite work

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 elevate them to senior team members for review.
• Research gift tax rules and related federal tax guidance under supervision.
• Maintain organized documentation and ensure assigned tasks are completed within agreed timelines.
• Collaborate with team members during busy season to support timely and accurate client deliverables.

Skills

US tax knowledge

Gift tax experience

Attention to detail

Communication skills

Independent work

Education

Bachelor's degree in Accounting

Tools

Microsoft Excel

Job description

Rehmann is seeking a Tax Senior Associate / Associate focused on Gift Tax to join our US tax practice. You will prepare US gift tax returns (Form 709) and related workpapers, gathering documentation and assisting with lifetime gifts and taxable calculations.

The role supports high-net-worth individuals and requires strong attention to detail, independent work, and collaboration during peak season. Relevant CPA progress or certification is a plus, and onsite work is available.