Trust Management Professional TX

6 days ago


Houston, Texas, United States GPAC Full time

Estate and Trust Manager Position Overview

This role offers the opportunity to work on a variety of challenging projects, balancing a healthy work/life balance with career advancement prospects.

Benefits:

  • Engage in diverse projects with varied clientele.
  • Maintain a healthy work/life balance with career advancement support.
  • Health insurance benefits covered, including self-managed PTO and seasonal half-day Fridays.
  • Opportunities to add significant value to clients and their businesses.

Job Description:

Develop tailored tax strategies for high-net-worth clients to ensure efficient wealth transfer and minimize tax liabilities. Collaborate with clients and other professionals to align tax plans with clients' financial goals.

Requirements:

  • Bachelor's degree in accounting with the necessary coursework and a CPA license.
  • Over 10 years of experience in estate and trust tax planning and compliance.
  • Comprehensive knowledge of private foundations, family office structures, and related tax issues.
  • Deep understanding of current tax laws and regulations.
  • Proven leadership abilities and team management experience.
  • Strong communication and interpersonal skills for effective client interactions.

Estimated Salary: $120,000 - $180,000 per year.

About GPAC:

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.



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