Experienced Trust Specialist

1 day ago


Houston, Texas, United States GPAC Full time

Job Overview:

We are seeking a skilled and experienced Trust Manager to join our team. This role offers the opportunity to work on a variety of challenging projects, balancing work-life balance with career advancement prospects.

Key Responsibilities:

  • 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.
  • Oversee the preparation of estate and trust tax returns, ensuring they meet current laws and regulations.
  • Keep updated on tax code changes and advise clients and the firm on potential impacts.
  • Provide guidance on the structuring and management of private foundations.
  • Work with family offices to address tax issues, ensure smooth operations, and optimize financial structures.
  • Supervise and mentor a team of tax professionals, fostering a collaborative and growth-oriented environment.

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.
  • Authorized to work in the United States without the need for sponsorship.

Compensation:

Our estimated salary range is $120,000 - $180,000 per year, depending on experience. Benefits include health insurance, self-managed PTO, seasonal half-day Fridays, and opportunities for professional development.

About Us:

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are dedicated to delivering the right solutions at the right time, providing a healthy work-life balance, and supporting career advancement.



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