Assessment Expert in Inheritances

Independent assessment of deaths: You are responsible for the correct assessment of outstanding taxes up to the date of death of deceased taxpayers without independent income and handle these cases with sensitivity and empathy, taking into account the inheritance inventory and tax legislation. You decide on fees, administrative fines, deadline and file inspection requests and monitor pending cases to ensure a smooth process. In doing so, you liaise with the heirs or their representatives, the inheritance office and internal departments.

Analysing facts: You organise the tax returns for the legal successors of the deceased persons and verify the self-declaration based on the tax return, the assessed previous years and the inheritance inventory. This requires quick comprehension and a structured and precise way of working.

Acting flexibly: As a service-oriented and competent contact person, you are the link in tax matters between the tax administration, tax clients and the inheritance office. You provide information to the heirs until the assessment and also accompany objection and appeal procedures in cooperation with our legal service.

Further tasks: You process external notifications from authorities and prepare any additional tax procedures. Furthermore, you check the estate inventory of the inheritance office for accuracy and completeness and report discrepancies for any corrections to the inheritance office. If necessary, you make enquiries in writing or in personal contact with our tax clients. You usually make decisions independently and with a high degree of personal responsibility.

Experience: You have several years of professional experience in the field of taxes or have a strong interest in working in this area. Knowledge of and/or interest in civil and inheritance law is an advantage.

Personality: You are a reliable, independent and discreet person who can communicate competently and convincingly with a wide variety of people. Depending on the conversation situation, assertiveness as well as empathy and sensitivity are very important.

Education: A completed commercial apprenticeship (EFZ) or equivalent training is a basic requirement.

Language: You communicate professionally and confidently with different customer groups. Very good oral and written German skills are essential. Additional foreign languages are an advantage.