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 handle tax investigation cases.
Role type
Senior tax specialist (family business and wealth transfer)
Domain
Taxation, Family Business, Wealth Management
Deliverable
client delivery
Required skills
Individual income tax expertise, Real estate tax expertise, Estate and gift tax expertise, Family trust planning, Family governance planning, Tax investigation case handling
Preferred skills
CPA, Lawyer, or CFP certification
Responsibilities
Conduct tax consulting and filing for individual income tax and real estate tax; Plan and consult on equity and wealth transfer; Provide consulting on estate and gift tax; Plan and consult on family trusts; Design public charity structures; Advise on family governance (family constitution, family office); Consult on tax investigation cases.