Gift Tax - US Tax Associate to Senior Associate

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

Overview

About GR8 Global

GR8 Global is a firm forged by an affinity of top 100 accounting firms in the United States with the objective of coming together and redefining the workplace while providing additional value to our partners. We believe that there is a huge pool of talent outside of the US. Our mission is to bring together the best talent and match them with excellent work opportunities based on their core competencies, skill sets, and overall experience and exposure in the different areas of audit, accounting, and similar financial-related areas. We prioritize creating a positive and inclusive workplace culture where all talents are valued and developed.

Your Passion. Your Purpose.

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/

Responsibilities

Overview:

The Tax Senior Associate / Associate - Gift Tax will support the preparation of US tax returns and related workpapers with a focus on gift tax filings and high-net-worth individual tax matters. This role is suited for a tax professional with foundational to intermediate US tax experience and exposure to gift tax reporting, documentation, and compliance requirements.

• 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.

Qualifications

Your Desired Skills, Knowledge and Abilities:

• 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

Bonus:

• Experience working with high-net-worth individuals, family offices, trusts, estates, or private client tax groups.
• Exposure to estate tax returns, fiduciary income tax returns, or trust accounting is a plus.
• Experience with tax software such as UltraTax, CCH Axcess, GoSystem, ProConnect, Lacerte, or similar platforms.
• CPA license or active progress toward CPA certification is preferred but not required.

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.