Gift Tax - US Tax Associate to Senior Associate

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/

• Bachelor's degree in Accounting, Finance, or a related field.
• 2-5 years of experience in US tax preparation, preferably with individual, fiduciary, estate, or gift tax exposure.
• Experience preparing or supporting Form 709 gift tax returns is required or strongly preferred.
• Good understanding of US individual taxation and willingness to deepen technical knowledge in gift tax matters.
• Strong attention to detail and ability to work with sensitive financial and client information accurately.
• Proficiency in Microsoft Excel and familiarity with tax preparation software.
• Good written and verbal communication skills.
• Ability to work independently while escalating technical questions appropriately.
• Flexible work hours and onsite work

Bonus:

• Experience working with high-net-worth individuals, family offices, trusts, estates, or private client tax groups.
• Exposure to estate tax returns, fiduciary income tax returns, or trust accounting is a plus.
• Experience with tax software such as UltraTax, CCH Axcess, GoSystem, ProConnect, Lacerte, or similar platforms.
• CPA license or active progress toward CPA certification is preferred but not required.

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.

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