Core Job Responsibilities

• Assist in managing a portfolio of clients while reporting to Managers or above;
• Assist clients in fulfilling their individual income tax compliance obligations, including but not limited to preparation of individual income tax returns, and handling correspondence with the respective tax authorities;
• Perform recurring calculations such as tax projections, estimated tax calculation, optimization calculation etc. for our clients as needed;
• Work with our investment team members in Hong Kong and US in gathering the necessary information to assist our clients in their tax matters.
• Apply a good understanding of individual income tax legislation and advise our clients on various tax planning;

Core Skills and Qualifications

To be considered as a successful applicant, you should process the following qualifications:

• Bachelor’s Degree or above;
• Ability to demonstrate analytical and problem-solving skills within a fast-paced environment;
• Ability to research information efficiently and to evaluate the quality of the information;
• Excellent English verbal and written communication skills are essential. Candidates with proficiency in other language(s) (Cantonese, Mandarin, Japanese) is also an advantage;
• Experience in US individual tax compliance work would be an advantage;
• Experience in using CCH Axcess would be an advantage;
• Ability to effectively prioritize and organize work; and
• Ability to work collaboratively with team members and clients