Senior Gift & Estate Tax Associate

The VITO Group; Makati; On-site; PHP 400,000 - 800,000; Full time

Job summary

The VITO Group in Makati is seeking a qualified tax professional to prepare US gift tax returns, including Form 709, for high-net-worth clients. You will gather client documentation, support gift tax workpapers, and assist with tax calculations under supervision.

The role requires a Bachelor's in Accounting/Finance and 2–5 years of US tax experience, with Form 709 exposure preferred. Proficiency in Excel and tax software is essential; CPA progress is a plus.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 2–5 years US tax preparation experience, with gift/estate exposure preferred.
• Form 709 experience strongly preferred.
• CPA license or progress toward CPA is a plus.
• Proficiency in Excel and US tax software.

Responsibilities

• Prepare or assist in preparing US gift tax returns (Form 709 and schedules).
• Gather and organize client gift documentation, valuation reports, trust info, supporting data.
• Assist in tax workpapers and summaries for lifetime gifts, exclusions, GST, and gift tax calculations.
• Support individual income tax return prep for high-net-worth clients as assigned.
• Identify missing information and escalate; research gift tax rules under supervision.
• Collaborate with team during busy season to ensure timely and accurate client deliverables.

Skills

US tax knowledge

Attention to detail

Communication skills

Independent work

Education

Bachelor’s degree in Accounting/Finance

Tools

UltraTax

CCH Axcess

GoSystem

ProConnect

Lacerte

Job description

The VITO Group in Makati is seeking a qualified tax professional to prepare US gift tax returns, including Form 709, for high-net-worth clients. You will gather client documentation, support gift tax workpapers, and assist with tax calculations under supervision.

The role requires a Bachelor's in Accounting/Finance and 2–5 years of US tax experience, with Form 709 exposure preferred. Proficiency in Excel and tax software is essential; CPA progress is a plus.