High Net Worth Tax Manager TX
3 weeks ago
We are seeking a highly experienced Senior Estate and Trust Manager to join our team. As a key member of our department, you will play a pivotal role in shaping our future and driving business growth.
This is an exceptional opportunity to advance your career and potentially become a Partner with our company. We are passionate about community involvement and fostering a work environment that supports both personal and professional growth.
About Us:
- Team: 9 partners, 80 employees
- Culture: Strong community involvement, including annual Christmas and Summer parties.
- Perks: Texas Rangers baseball tickets, half-day Fridays (off at noon), and a 36-hour work week.
- Growth Potential: Significant opportunity to advance to Partner level.
Benefits:
- Work on diverse and challenging projects with a wide range of clients.
- Enjoy 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.
Key Responsibilities:
- Design and implement customized tax strategies for high-net-worth clients to optimize wealth transfer and reduce tax liabilities.
- Partner with clients and professionals to ensure tax plans align with financial objectives.
- Oversee the preparation of estate and trust tax returns in compliance with regulations.
- Stay informed on tax code changes and advise on their implications.
- Guide the structuring and management of private foundations.
- Collaborate with family offices to resolve tax issues and enhance financial structures.
- Lead and mentor a team of tax professionals, fostering a collaborative and growth-focused environment.
Requirements:
- 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.
Estimated Salary Range: $120,000 - $180,000 per year
We offer a competitive salary range of $120,000 to $180,000 per year, depending on experience. This position also comes with a comprehensive benefits package and opportunities for career advancement.
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