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Estate and Gift Tax Consultant
A company is looking for an Estate/Gift Tax Spreadsheet Consultant. Key Responsibilities: Develop sophisticated spreadsheet models for complex estate and gift tax scenarios Model advanced gifting strategies and incorporate Generation-Skipping Transfer Tax (GSTT) into planning Ensure accuracy and compliance with tax laws while collaborating with internal teams Qualifications: JD (Tax Attorney) or CPA specializing in estate and gift tax 5+ years of experience with high-net-worth estate and gift tax planning Expertise in estate and gift tax planning and reporting, GSTT, and charitable giving strategies Advanced Excel skills including complex calculations and financial modeling Ability to work 10-15 hours per week with flexibility for prompt responses
A company is looking for an Estate/Gift Tax Spreadsheet Consultant.
Key Responsibilities:
Develop sophisticated spreadsheet models for complex estate and gift tax scenarios
Model advanced gifting strategies and incorporate Generation-Skipping Transfer Tax (GSTT) into planning
Ensure accuracy and compliance with tax laws while collaborating with internal teams
Qualifications:
JD (Tax Attorney) or CPA specializing in estate and gift tax
5+ years of experience with high-net-worth estate and gift tax planning
Expertise in estate and gift tax planning and reporting, GSTT, and charitable giving strategies
Advanced Excel skills including complex calculations and financial modeling
Ability to work 10-15 hours per week with flexibility for prompt responses