Tax Specialist Lead

3 days 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 responsible for preparing and reviewing complex trust, estate, and gift tax returns, as well as collaborating with clients to develop and implement strategic tax planning solutions.

Key Responsibilities:

  • Trust and Estate Tax Compliance: Prepare and review complex trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with current regulations.
  • Tax Planning and Advisory: Collaborate with clients to develop and implement strategic tax planning solutions for trusts, estates, and high-net-worth individuals.
  • Client Management: Build and maintain strong relationships with clients, providing proactive guidance on tax strategies, compliance matters, and legislative changes.
  • Research and Analysis: Stay current on federal, state, and local tax laws, performing in-depth research on complex tax issues and presenting findings in clear, actionable ways.
  • Team Leadership: Supervise, mentor, and develop junior team members, providing guidance and support to enhance their technical and professional skills.

Salary Range: $120,000 - $180,000 per annum

Requirements:

  • Bachelor's degree in Accounting, Finance, or a related field (Master's in Taxation or related discipline preferred)
  • CPA license is required
  • Minimum of 5 years of experience in tax, with a focus on trusts and estates

Benefits:

  • $50K Life Insurance
  • Cash bonus upon acquiring CPA license
  • Company-sponsored social events
  • Competitive 401K package
  • Comprehensive medical package with dental and vision coverage
  • Extensive training
  • Firm discounts for CPA exam study materials
  • Flexible off-season hours
  • Generous vacation package
  • Potential annual bonus
  • Potential annual raise


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