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Family Office Tax and Wealth Manager

4 months ago

Houston, United States NUEDGEX INVESTMENTS LLC Full time

A well-established family office in West Houston is seeking an experienced CPA to manage the tax planning and compliance for all family members. This role goes beyond traditional tax compliance and planning, offering a unique opportunity to delve into the full spectrum of wealth management. We are looking for a dedicated professional who is eager to learn and grow in various areas, including:


  • Tax Planning and Compliance: Manage state and federal tax planning and compliance for individuals, partnerships, and Foundations.
  • Investment Management and Reporting: Oversee investment strategies and reporting.
  • Trust Administration and Asset Protection: Administer trusts and ensure asset protection.
  • Risk Management and Insurance Administration: Manage risks and administer insurance policies.
  • Wealth Transfer and Estate Planning: Facilitate wealth transfer and estate planning.
  • Personal Budgeting and Cash Flow Planning: Assist with personal budgeting and cash flow management.
  • Family Counseling and Education: Provide financial counseling and education to family members.
  • Philanthropy: Support and manage philanthropic activities and initiatives.


Why Join Us?

  • Work-Life Balance: Enjoy a flexible work schedule with hybrid options.
  • Supportive Environment: Thrive in a friendly, warm work atmosphere.
  • Comprehensive Benefits: Health, dental, and vision insurance; 401(k) with match; and paid time off.
  • Professional Growth: Opportunities to expand your expertise in total wealth management.


Requirements:

  • CPA certification
  • Minimum of 5 years of experience preparing tax returns for individuals, trusts, small businesses, and private foundations
  • Strong desire to learn and grow in all facets of wealth management.

Join our team and take the next step in your professional journey in a role that offers flexibility, growth, and a supportive work environment.


How to Apply:

Interested candidates are encouraged to apply by submitting their resume and cover letter detailing their experience and interest in the role.