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Senior Tax Director

2 months ago

Katy, United States BGSF Full time

About the Company

BGSF has a very exciting opportunity to join an amazing family office in the West area of Houston. The ideal candidate will have a CPA and/or CFP, previous public accounting experience and substantial exposure working on a variety of Tax functions including Tax Planning and Compliance for investments. They will be organized and approach each task and responsibility with confidentiality and a high level of professionalism. You will use your great interpersonal skills to provide guidance and leadership to the principals and stakeholders. We are looking for entrepreneurial thinkers who have tax experience working with partnerships, foundations, trusts, corporations and estates.

Qualifications

  • 7+ years' of relevant public accounting tax experience
  • Bachelor's degree in Accounting, Finance, or Economics or equivalent experience
  • CFP and CPA license required (If without CFP must have CPA)
  • Experience with high net worth individuals, trusts, estate planning
  • Wealth Management
  • Advanced Excel

This role will offer GREAT work/life balance. This family office is highly successful and philanthropic with well tenured employees in a small office.

Please send resumes with contact information to epriesman@bgsf.com