Spezialist vermögende Privatpersonen in der Steuerberatung (m/w/d)
Core
Tax advisor specializing in high-net-worth individuals, focusing on income tax returns, inheritance/gift tax, and wealth succession planning.
Role type
Senior tax specialist (high-net-worth clients)
Builds
Complex tax returns and wealth succession strategies for affluent clients
Domain
Tax law and wealth management
Required skills
Inheritance and gift tax expertise, income tax law knowledge, DATEV software proficiency, complex case analysis, advisory competence, process development
Preferred skills
Law degree (Bachelor of Laws), digitalization interest, coaching mindset
Responsibilities
Handle complex tax mandates, create inheritance/gift tax returns, participate in wealth succession planning, develop digital income tax processes, analyze complex tax and business scenarios, identify consulting needs and implement solutions
Seniority
Mid-level specialist (3-5 years experience)