Spezialist Einkommensteuer & Private Clients (Mensch)
Core
Specializes in complex private income tax returns, wealth succession, capital investments, and rental income for private clients, investors, and startup founders.
Role type
Senior IC tax specialist (private income tax)
Builds
Production tax returns and strategic liquidity/tax planning for private clients
Domain
Professional services / Tax law
Deliverable
client delivery
Required skills
Private income tax expertise, complex income types (rental, capital, funds), tax return preparation, tax authority correspondence, tax appeal procedures, tax forecasting
Preferred skills
DATEV, MS Excel, tax advisor training (Steuerfachwirt/Fachassistent), startup experience
Responsibilities
Prepare complex income tax returns, act as internal/external sparring partner for private tax questions, review tax assessments and handle legal remedies, conduct research on current tax topics, optimize digital workflows, analyze interim tax forecasts and provide strategic planning advice