稅務類(台北)-專員/資深專員(家族企業暨財富傳承服務)
Core
Provide tax expertise and value to high-net-worth clients, serving as a trusted tax partner for family businesses.
Role type
Tax Specialist / Senior Tax Specialist (Family Business & Wealth Transfer)
Builds
Personal tax filings, family trust structures, succession blueprints, and family constitutions.
Domain
Taxation, Family Business, Wealth Management
Deliverable
client delivery
Required skills
Personal tax law knowledge (income, gift, estate tax), tax filing practices, legal and tax assessment for inheritance, tax audit response strategies
Preferred skills
CPA license, Attorney license, CFP certification
Technologies
Tax software, legal databases
Responsibilities
Process personal tax returns and consultations, participate in family trust and succession planning, assist with legal and tax assessments for property inheritance, provide professional analysis and response strategies for tax authority audits