Tax Preparation
Mandarin Language
Accounting Principles
Client Communication
Tax Law Knowledge
Problem Solving
Data Entry
Attention to Detail
Team Collaboration
Tax Research
Financial Reporting
Assist in developing and executing estate plans, including wills, trusts, and succession strategies, in collaboration with legal and financial partners.
Maintain up-to-date knowledge of bank loan products, insurance plans, and estate planning tools.
Coordinate with internal teams (finance, marketing, legal, audit) to ensure smooth client servicing and compliance.
...