Responsibilities and Skills
负责美国税个人税务筹划和税务咨询,熟悉美国税务制度,有个人税务申报和高净值客户对接经验,研究美国税法改革条例,总结核心税改影响,评估客户行业环境及运营情况为其提供个性化税改建议;美国本硕毕业者优先
· Researching tax issues to develop effective tax planning strategies
· Prepare and review tax returns, and other miscellaneous tax forms for the clients
· Draft correspondence with IRS or state taxing authorities in relation to tax notices and/or audits for the clients
· Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
· Communicating complex tax issues to non-tax professionals and clients
· Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
· Identifying and reacting to risks and opportunities to improve our services and processes
Qualification
· An undergraduate or graduate degree in taxation or accounting, and / or other appropriate academic major
· 0-3 years above of relevant US tax experience or equivalent experience in business or industry. Big 4 and other firms experience is preferred
· A thorough understanding of automated tax processing systems (e.g. Gosystem)
· Excellent written and verbal communication skills in English and Chinese
· Demonstrated ability to work as part of a team
· Excellent organization and time management skills
· Knowledge on personal wealth and trust planning is a plus
· A US CPA or Enrolled Agent designation is a plus