Business Tax Services
事業承継コンサルタント（Private Client Services）
Job Title
プライベート クライアントサービス アドバイザリー
Staff/Senior/Manager
サービス内容 / Services
●事業承継、財産承継、株式評価、法人税・消費税・所得税・相続税・贈与税申告及びそのアドバイザリー
●法人及び個人に対し、当社グループのリソースを駆使しワンストップでサービスの提供
●一般/公益・社団/財団法人の設立・運営・税務・会計支援業務
●独立行政法人、国立大学法人、学校法人、医療法人などの幅広い組織体への税務サービスの提供
勤務地/Location
東京
業務内容 / Responsibilities
●事業承継/財産承継のスキームの立案・実行に関するアドバイザリー業務
●非上場株式その他財産評価業務
●法人税・消費税・所得税・相続税・贈与税申告業務 及びそのアドバイザリー業務
●組織再編・M&A・株式公開のサポート及びアドバイザリー業務
●ファミリーオフィスのサポート業務及び海外財産プラニング及びその申告業務
●一般/公益・社団/財団法人の設立・運営・税務・会計に関するアドバイザリー業務
●独立行政法人、国立大学法人、学校法人、医療法人などへの税務・会計アドバイザリー業務
応募資格 / Requirements and Qualifications
【マネージャー / Manager】
MUST
●下記①または②に該当する経験及び資格をお持ちの方
会計事務所等で法人税・消費税、所得税、相続税申告書作成の5年以上の経験及び以下のいずれかの資格 ●税理士、税理士試験合格者（大学院卒による科目免除を含む）または税理士試験科目合格者 ●公認会計士または会計士補（税務実務経験者） 金融機関等で富裕層ビジネス又は事業承継に関する5年以上のアドバイザリー業務または営業活動業務経験●日本語：ビジネスレベル
●英語：意欲があること
●Microsoft Excel・Word・PowerPoint の使用経験
WANT
●大規模法人・公益法人等への関与経験、組織再編、事業承継等のアドバイザリー経験あれば尚可
●英語：TOEIC600点以上あれば尚可
●Microsoft Excel関数やマクロ等の経験があれば尚可
【スタッフ～シニア/Staff～Senior】
MUST
●下記①または②に該当する経験及び資格をお持ちの方
会計事務所等で法人税・消費税、所得税、相続税申告書作成の経験及び以下のいずれかの資格●税理士、税理士試験合格者（大学院卒による科目免除を含む）または税理士試験科目合格者
●公認会計士または会計士補（税務実務経験者）
２.金融機関等で富裕層ビジネス又は事業承継に関するアドバイザリー業務または営業活動業務の経験
●日本語：ビジネスレベル
●英語：意欲があること
●Microsoft Excel・Word・PowerPoint の使用経験
WANT
●大規模法人・公益法人等への関与経験、組織再編、事業承継等のアドバイザリー経験あれば尚可 ●Microsoft Excel関数やマクロ等の経験があれば尚可_________________________________________________________________________
Job title
Private client service advisory
Staff/Senior/Manager
Services
The successful candidate will provide a wide spectrum of support services as a trusted advisor to owner-operator businesses, high net worth individuals, and non-listed companies.
Involvement in this wide spectrum of support services offers employees the opportunity to gain a broad range of experience in business succession; asset succession; share evaluation; tax return preparation and advisory for corporation tax, consumption tax, income tax, inheritance tax and gift tax; restructuring; M&A; initial public offerings; family offices; overseas asset planning; philanthropy; and various other matters. We fully leverage the resources of our group to provide individuals and corporations with all-inclusive services.
We also provide tax services to a diverse range of organizations, including support for the establishment, operation, and tax and accounting compliance of ordinary business enterprises, Public Interest Incorporated Associations and Public Interest Incorporated Foundations, Incorporated Administrative Agencies, National University Corporations, School Corporations and Medical Corporations.
Location
Tokyo
Responsibilities
●Advisory services pertaining to the formulation and execution of business succession and asset succession schemes
●Evaluation of non-listed shares and other assets
●Tax return preparation and advisory services for corporation tax, consumption tax, income tax, inheritance tax and gift tax
●Support and advisory concerning restructuring, M&A and initial public offerings
●Support for family offices, overseas asset planning and related tax returns
●Advisory concerning the establishment, operation, and tax and accounting compliance of ordinary business enterprises, Public Interest Incorporated Associations and Public Interest Incorporated Foundations
●Tax and accounting advisory concerning Incorporated Administrative Agencies, National University Corporations, School Corporations and Medical Corporations
Requirements and Qualifications
【Manager】
MUST
●Have the experience and qualifications equivalent to that described in ① or ②:
①A minimum of 5 years of experience preparing corporate tax, consumption tax, income tax and inheritance tax returns at an accounting firm or similar organization, and at least one of the following certifications:
●Certified public tax accountant license, successful completion of the certified public tax accountant exam (including those who have received exemption from exam sections due to graduate schooling) or successful completion of one or more sections of the certified public tax accountant exam
●CPA license or candidacy (with experience in tax services)
②Minimum of 5 years of experience working at a financial institution or similar organization in the high net worth individual business, providing advisory on business succession, or in sales
●Japanese: Business level
●English: Willingness to learn
●Experience using Microsoft Excel, Word and PowerPoint
WANT
●Experience with large corporations and public interest corporations, or in tax consolidation and restructuring advisory preferred
●English: TOEIC score of 600 or greater preferred
●Experience using Excel formulas and macros preferred
【Staff～Senior】
MUST
●Have the experience and qualifications equivalent to that described in ① or ②:
①A minimum of 5 years of experience preparing corporate tax, consumption tax, income tax and inheritance tax returns at an accounting firm or similar organization, and at least one of the following certifications:
●Certified public tax accountant license, successful completion of the certified public tax accountant exam (including those who have received exemption from exam sections due to graduate schooling) or successful completion of one or
more sections of the certified public tax accountant exam
●CPA license re or candidacy (with experience in tax services)②Experience working at a financial institution or similar organization in the high net worth individual business, providing advisory on business succession, or in sales
●Japanese: Business level
●English: Willingness to learn
●Experience using Microsoft Excel, Word and PowerPoint
WANT
●Experience with large corporations and public interest corporations, or in tax consolidation and restructuring advisory preferred ●Experience using Excel formulas and macros preferred