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

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 escalate 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.