Estate and Trust Strategist

1 week ago

Abilene, Texas, United States GPAC Full time

About Us:

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GPAC, an award-winning search firm, specializes in placing quality professionals within multiple industries across the United States since 1990.

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We are client-focused and committed to delivering the right solutions at the right time.

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Company Overview:

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Join a dynamic team as a Senior Estate and Trust Manager where you'll play a pivotal role in shaping our department's future.

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With the upcoming retirement of three partners and our commitment to promoting from within, this is an exceptional opportunity to advance your career and potentially become a Partner with us.

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We're passionate about community involvement and fostering a work environment that supports both personal and professional growth.

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Culture and Perks:

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  • Strong community involvement, including annual Christmas and Summer parties.\
  • Texas Rangers baseball tickets, half-day Fridays (off at noon), and a 36-hour work week.\
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Job Description:

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You will design and implement customized tax strategies for high-net-worth clients to optimize wealth transfer and reduce tax liabilities.

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You will partner with clients and professionals to ensure tax plans align with financial objectives.

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You will oversee the preparation of estate and trust tax returns in compliance with regulations.

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You will stay informed on tax code changes and advise on their implications.

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Key Responsibilities:

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  • Designing and implementing customized tax strategies for high-net-worth clients.\
  • Partnering with clients and professionals to ensure tax plans align with financial objectives.\
  • Overseeing the preparation of estate and trust tax returns in compliance with regulations.\
  • Staying informed on tax code changes and advising on their implications.\
  • Guiding the structuring and management of private foundations.\
  • Collaborating with family offices to resolve tax issues and enhance financial structures.\
  • Leading and mentoring a team of tax professionals, fostering a collaborative and growth-focused environment.\
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Qualifications:

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  • Bachelor's degree in accounting with required coursework and a CPA license.\
  • 10 years of experience in estate and trust tax planning and compliance.\
  • In-depth knowledge of private foundations, family office structures, and related tax issues.\
  • Expertise in current tax laws and regulations.\
  • Proven leadership skills and experience managing teams.\
  • Strong communication and interpersonal skills for effective client interaction.\
  • Authorization to work in the U.S. without sponsorship.\
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Benefits:

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  • Diverse and challenging projects with a wide range of clients.\
  • A balanced work/life schedule and career growth opportunities.\
  • Competitive compensation and benefits package.\
  • Self-managed PTO and seasonal half-day Fridays.\
  • Engage in valuable projects and add substantial impact to client businesses.\
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Salary:

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$120,000 - $180,000 per year, depending on experience and qualifications.

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