Spezialist vermögende Privatpersonen in der Steuerberatung (m/w/d)
Hybrid
Core
Tax specialist for wealthy private clients focusing on income tax, inheritance/gift tax, and wealth succession planning.
Role type
Senior tax consultant (individual contributor)
Builds
Complex tax returns and wealth succession strategies for high-net-worth individuals
Domain
Tax law and wealth management
Required skills
Income tax law, inheritance/gift tax law, wealth succession planning, DATEV software, complex case analysis, client advisory
Preferred skills
Law degree (Bachelor of Laws), digital process development, coaching mindset
Technologies
DATEV
Responsibilities
Handle complex tax mandates, create inheritance/gift tax returns, assist in wealth succession planning, develop digital income tax processes, analyze complex tax/business/organizational issues, identify consulting needs and implement solutions
Seniority
Mid-Senior, hands-on IC