US Tax Associate / Senior Associate (Gift & Estate Tax)

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

• Makati, NCR

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 elevate 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.