Tax Specialist

2 weeks ago


Houston, Texas, United States HR Talent Partners Full time

About HR Talent Partners

We are a professional services firm dedicated to providing exceptional support to high-net-worth individuals, families, and organizations. Our team of experts specializes in trust and estate taxation, compliance, and planning.

The Opportunity

As a detail-oriented and experienced Tax Supervisor with a focus on trusts and estates, you will play a critical role in supporting our clients' complex tax needs. You will work closely with attorneys, wealth advisors, and other professionals to develop and implement strategic tax planning opportunities for trusts, estates, and high-net-worth individuals.

Key Responsibilities:

  • Tax Compliance: Prepare and review trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with federal and state tax laws.
  • Tax Planning: Assist in developing and implementing strategic tax planning opportunities for trusts, estates, and high-net-worth individuals.
  • Research and Analysis: Conduct in-depth research on complex trust and estate tax issues, providing clear and actionable recommendations to clients.
  • Client Interaction: Serve as a key contact for clients, trustees, and beneficiaries, delivering exceptional service and proactive communication.
  • Collaboration: Work closely with attorneys, wealth advisors, and other professionals to address clients' trust and estate needs comprehensively.
  • Team Leadership: Supervise and mentor junior staff, providing guidance and training to enhance their technical and professional development.
  • Quality Assurance: Ensure all deliverables meet high standards of accuracy, professionalism, and timeliness.
  • Process Improvement: Identify opportunities to streamline workflows and improve efficiency in the tax preparation and review processes.

Qualifications:

  • Education: Bachelors degree in Accounting, Finance, or a related field (Masters in Taxation preferred).
  • Certification: CPA license is required.
  • Experience:
    • 3+ years of experience in tax, with a focus on trust and estate taxation.
    • Experience in public accounting or a specialized tax advisory firm is highly desirable.
  • Technical Expertise:
    • Proficiency in tax software (e.g., ProSystem fx, UltraTax) and accounting tools.
    • Strong understanding of federal and state trust and estate tax laws and regulations.
  • Soft Skills:
    • Excellent organizational and analytical skills with a strong attention to detail.
    • Outstanding communication and interpersonal abilities, with a client-first approach.
    • Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Benefits:

  • $50K Life Insurance
  • Busy season meals
  • Cash bonus upon acquiring CPA license
  • Company-sponsored social events
  • Company trip with required CPE courses for all license holders
  • Competitive 401K package
  • Comprehensive medical package with dental and vision coverage
  • Extensive training
  • EZ Tag
  • Firm discounts for CPA exam study materials
  • Flexible off-season hours
  • Generous vacation package
  • On-site fitness facilities with lockers and showers
  • Potential annual bonus
  • Potential annual raise
  • ST/LT Disability Insurance

Estimated Salary: $80,000 - $110,000 per year



  • Houston, Texas, United States Kk&c tax service Full time

    Job DescriptionAs a dedicated Expert Tax Specialist, you will play a crucial role in preparing federal and state tax returns for our clients. Your exceptional attention to detail and solid understanding of tax law will ensure compliance with all tax regulations. Key responsibilities include providing tax advice, conducting thorough client assessments, and...


  • Houston, Texas, United States Zero Tax Due LLC Full time

    Job Title: Expert Tax Return SpecialistWe are seeking experienced Tax Return Specialists to join our team at Zero Tax Due LLC.About the Role:Prepare complex Tax Returns for individuals and businesses.Conduct thorough reviews of financial statements to identify tax-saving opportunities.Requirements:2-3 years of experience in tax preparation.Bilingual skills a...


  • Houston, Texas, United States Zero Tax Due LLC Full time

    Job OverviewWe are seeking an experienced Tax Return Specialist to join our team at Zero Tax Due LLC.As a key member of our accounting services team, you will be responsible for preparing tax returns with precision and accuracy.The ideal candidate will have a strong understanding of tax laws and regulations, as well as excellent communication skills to...

  • Tax Specialist

    4 days ago


    Houston, Texas, United States Jackson Hewitt - 3351 Full time

    Job OverviewWe are seeking a highly skilled Tax Specialist to join our team at Jackson Hewitt - 3351. As a Tax Specialist, you will have the opportunity to leverage your expertise in tax laws and regulations to provide exceptional client service.Salary and BenefitsThe estimated salary for this position is $45,000 per year, with opportunities for bonuses...


  • Houston, Texas, United States Exacta Bookkeeping & Tax Services Full time

    About UsExacta Bookkeeping & Tax Services is a full-service bookkeeping company offering bookkeeping, accounting, payroll, and tax services. We have been serving the Greater Austin area for over 19 years with 4 current locations and a 5th one planned in Cedar Park.Job Description:We are looking for a skilled Accounting Manager to join our team. As an...


  • Houston, Texas, United States Jobot Full time

    International Tax Specialist Job Description:We are seeking a highly experienced International Tax Specialist to join our team in the Energy industry. As an International Tax Specialist, you will play a critical role in managing both international and domestic tax matters, ensuring compliance with tax laws and regulations, and developing tax strategies to...


  • Houston, Texas, United States MaryAnn Markowitz & Associates Full time

    Job Title:Tax Compliance SpecialistAbout the Job:We are seeking a highly skilled Tax Compliance Specialist to join our team at MaryAnn Markowitz & Associates. As a Senior Tax Associate, you will be responsible for reviewing tax compliance engagements, tax planning, and tax provisions for both enterprise and individual clients.The ideal candidate will have...


  • Houston, Texas, United States Britomo Solutions LLC Full time

    Job OverviewBritoMo Solutions LLC is seeking a highly skilled Income Tax Specialist to join our team.About the PositionThis is an exciting opportunity for a motivated individual to work as an Income Tax Specialist, preparing tax returns and providing expert advice to clients. The successful candidate will have excellent communication skills, attention to...


  • Houston, Texas, United States Avenu Insights & Analytics Full time

    Job SummaryWe are seeking a highly skilled Tax Audit Specialist to join our team at Avenu Insights & Analytics. As a Tax Audit Specialist, you will be responsible for conducting tax and regulatory reviews on behalf of clients, performing examination functions to detect, correct, and document client tax/fee revenue deficiencies.Key Responsibilities:Perform...


  • Houston, Texas, United States destinationone Consulting Full time

    destinationone Consulting specializes in recruitment across diverse sectors, including CleanTech, Education and EdTech, Government (Municipal, State/Provincial, and Federal), Health and MedTech, Healthcare and Wellness, Legal, Not-For-Profit, and Public Accounting. With a commitment to Integrity, Transparency, and Innovation, we ensure a professional and...


  • Houston, Texas, United States Perry Homes, LLC Full time

    Job OverviewPerry Homes, LLC is a leading residential construction company seeking a highly skilled Tax Compliance Specialist to join its team.The estimated annual salary for this position is $80,000 - $110,000, depending on experience and qualifications.Key ResponsibilitiesEnsure income tax compliance with federal, state, and local tax jurisdictions by...

  • Senior Tax Specialist

    4 weeks ago


    Houston, Texas, United States Vitol Full time

    About the RoleAs a Senior Tax Specialist at Vitol, you will be responsible for performing federal, state and local income/franchise tax returns and preparation of estimated/extension tax payments.The ideal candidate will have 1+ years of federal/state tax consulting experience or equivalent federal/state tax compliance/provision experience. Advanced Excel...


  • Houston, Texas, United States Vitol Full time

    About the RoleWe are seeking a highly skilled Global Tax Specialist to join our team at Vitol, a leading energy company with operations across the globe. This is an exciting opportunity for a motivated individual to take their career to the next level and be part of a dynamic organization that is shaping the future of the energy industry.Key...


  • Houston, Texas, United States Jobot Full time

    Job Title: Permanent Senior Tax ProfessionalWe are seeking an experienced and skilled tax professional to join our dynamic team in the Energy industry.This is a unique opportunity for a tax specialist to bring their expertise to a growing organization and contribute to its success.About the RoleManage all aspects of international and domestic tax compliance,...


  • Houston, Texas, United States Avenu Insights & Analytics Full time

    As a State Tax Specialist at Avenu Insights & Analytics, you will play a critical role in ensuring compliance with state and local tax laws and regulations. You will be responsible for supervising, training, and mentoring staff, assessing performance through evaluations and formal periodic reviews. Your duties will include examining taxpayer records for...


  • Houston, Texas, United States MaryAnn Markowitz & Associates Full time

    We are seeking a highly skilled Tax Compliance Specialist to join our team at MaryAnn Markowitz & Associates. As a Senior Tax Associate, you will be responsible for reviewing tax compliance engagements, tax planning, and tax provisions for both enterprise and individual clients.Job Responsibilities:Review corporate taxation, consolidated returns,...


  • Houston, Texas, United States Patterson-UTI Full time

    We are seeking a highly skilled Senior International Tax Specialist to join our team at Patterson-UTI. This is an excellent opportunity for a seasoned professional with experience in U.S. international income tax to take their career to the next level.As a Senior International Tax Specialist, you will be responsible for managing all aspects of the company's...


  • Houston, Texas, United States Eco-Life Employment Group Full time

    Job DescriptionWe are seeking a skilled Tax Evaluator Specialist to join our team. In this role, you will be responsible for evaluating tax accounts, identifying delinquencies, and implementing strategies to collect outstanding balances. You will work closely with internal teams to ensure effective communication and resolution of customer concerns.Key...


  • Houston, Texas, United States Alliance HCM Full time

    Job OverviewAlliance HCM in Houston, TX seeks a highly skilled and detail-oriented Tax Analyst - Payroll Specialist to join our team.We offer a competitive salary of $65,000 - 80,000 per year, depending on experience. Our finance team also enjoys fantastic perks and benefits, including:100% paid medical, dental, vision, long-term disability, life insurance,...

  • Tax Specialist Lead

    2 weeks ago


    Houston, Texas, United States HR Talent Partners Full time

    About HR Talent Partners:We are a boutique firm specializing in high-net-worth tax advisory services. Our team of experts helps clients navigate complex trust and estate laws, ensuring compliance and minimizing tax liabilities.The Opportunity:As a Tax Specialist Lead, you will play a critical role in supporting our high-net-worth clients. You will be...