[广州]广州和丰传承投资管理有限责任公司

Position Summary 职位简介

The Tax Planning Assistant in the Family Wealth Management is responsible for providing tax planning and consulting services to clients and Assists in-house Tax Experts to deliver customized and effective solutions regarding Business, income, estate, trust and philanthropy sectors.

家族财富管理税务筹划助理负责向客户提供税务规划与咨询服务，与其他专家协作为富裕家族建立有效税务策略，提供定制高效的解决方案，并提供与企业、收入、遗产、信托与慈善有关的税务规划。

Duties and Responsibilities 工作职责

Manage client engagements, which include planning, executing, directing, and completing tax projects.
Provide tax planning and consulting to high net worth clients for estate, wills and trusts taxation, charitable and individual income taxes.
Interact closely with client's other professionals on tax related matters, such as attorneys and wealth managers, and make recommendations for business and process improvements.
Research tax matters, primarily in the estate, gift, trust and charitable tax arenas.
Develop professional competence through seminars, workshops, etc. to understand recent trends in onshore and offshore tax rules, regulations, and etc.
完整参与涉税项目，包括规划、执行、指导与结项；
对超高净值客户提供遗产、遗嘱与信托、个人所得、慈善捐赠的税务规划与咨询；
与其他专家如律师、财富顾问在税务问题上密切协作，并为业务与流程改进提供建议；
对税务问题进行研究，主要在企业、遗产、赠予、信托和慈善等税务领域；
通过参加论坛、研讨会等形式维护和促进专业能力的增长，保持对在岸与离岸税务规则最新趋势的及时把握。

Qualifications 职位要求

Required Skills and Experience 技能与经验基本要求
Bachelors or Masters/Advanced degree graduates in Accounting/Tax with solid academic background
Fluent in English and/or Mandarin
Excellent communication skills, both oral and written
Strong attention to detail, very reliable and diligent
Good judgment and ability to demonstrate high degree of discretion, as analysts work with highly confidential information
High level of efficiency with an ability to multi-task and perform under pressure
Ability to work independently as well as part of a team
学士/硕士/更高阶学位，拥有良好可靠的会计/税务方向学术背景；
良好的英语能力及流利的普通话；
高度注重细节，勤勉可靠；
具备准确的判断力与灵活的应变能力，以胜任在高度机密信息环境下的分析工作；
具备在多任务与最后期限压力下高效的执行力；
同时具备独立工作能力与合作工作能力。

Preferred Skills and Experience 技能与经验优先要求
Experience in preparing and reviewing complex Business, estate, trust, and individual returns in family wealth planning, or related area, in public accounting or consulting preferred;
Four Giant Accounting Firms experience preferred;
ACCA、CMA、CPA preferred.
具有企业、遗产、信托、个人所得等家族财富税务规划经验，或相关领域，如会计师与咨询业务经验优先；
具有四大会计师事务所经验优先；
ACCA、CMA、CPA优先。

Benefits 职位福利

Hefeng Family Office is an equal opportunity employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. We can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual. We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. Welcome you to join an organization where every individual's contribution counts and where your talent will impact on our future.

和丰家族办公室是对所有雇员一视同仁的雇主。我们在我们的员工中尊重并支持多样化的文化、观点、技能和经验。我们可以提供给你一个成果导向、机会均等、开放文化、珍视每名雇员价值并对其贡献予以公平奖励的工作环境，并将提供富有挑战、追求效率、团队密切合作、有机会在公司的成长壮大过程中担任关键岗位的工作机会。我们欢迎你的到来。