T.稅務類-專員/資深專員(家族企業暨財富傳承服務_台中所)
Core
Provide tax consulting and filing for individual income tax (including CFC), real estate tax, estate and gift tax, and advise on equity, wealth succession, family trusts, and family governance.
Role type
Senior tax specialist (family business and wealth succession)
Builds
Tax filings, wealth succession plans, family trust structures, and family governance frameworks
Domain
Taxation, Wealth Management, Family Business
Deliverable
client delivery
Required skills
Individual income tax expertise, Real estate tax expertise, Estate and gift tax expertise, Family trust planning, Wealth succession planning, Family governance consulting
Preferred skills
CPA, Attorney, or CFP certification
Technologies
Tax software, Family office systems
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