Gift Tax Senior Associate - US Tax for High-Net-Worth

GR8 Global Philippines; Makati; Presencial; PHP 600.000 - 900.000; Jornada completa

Descripción de la vacante

GR8 Global Philippines, in partnership with Rehmann, seeks a Tax Senior Associate / Associate - Gift Tax to support US tax returns focused on gift tax for high-net-worth clients. The role requires 2–5 years of US tax prep experience and familiarity with Form 709, with strong Excel and tax software skills.

Onsite in Makati, Philippines. The position offers opportunities to grow within a collaborative team that values accuracy, confidentiality, and professional development while delivering

Formación

• Bachelor's degree in Accounting, Finance, or related field.
• 2–5 years of US tax preparation experience, with gift tax exposure.
• Experience preparing Form 709 gift tax returns is required or strongly preferred.
• Strong understanding of US individual taxation and willingness to deepen knowledge in gift tax.
• Attention to detail and ability to handle sensitive information.
• Proficiency in Excel and tax software.
• Strong written and verbal communication skills.
• Ability to work independently while escalating questions as needed.
• Flexible work hours and onsite work.

Responsabilidades

• Prepare or assist in preparing US gift tax returns, including Form 709 and related schedules.
• Gather and organize client-provided gift documentation, valuation reports, trust information, and other data.
• Assist in preparing tax workpapers and summaries related to lifetime gifts, annual exclusions, 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 to senior team members for review.
• Research gift tax rules and related federal guidance under supervision.
• Maintain organized documentation and ensure tasks are completed within timelines.
• Collaborate with team members during busy season to support timely client deliverables.

Conocimientos

US tax preparation

Gift tax

Form 709

Excel

Tax software

Communication

Independent work

Attention to detail

Educación

Bachelor's degree in Accounting or Finance

Herramientas

UltraTax

CCH Axcess

GoSystem

ProConnect

Lacerte

Descripción del empleo

GR8 Global Philippines, in partnership with Rehmann, seeks a Tax Senior Associate / Associate - Gift Tax to support US tax returns focused on gift tax for high-net-worth clients. The role requires 2–5 years of US tax prep experience and familiarity with Form 709, with strong Excel and tax software skills.

Onsite in Makati, Philippines. The position offers opportunities to grow within a collaborative team that values accuracy, confidentiality, and professional development while delivering