Trust Management Professional TX
6 days ago
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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