Senior Tax Advisor for HNW Trusts & Estates

Landing Point; Houston (TX); Presencial; USD 125 000 - 180 000; Tempo integral

Resumo da oferta

Landing Point is seeking a Tax Services professional to join their team and support high- and ultra-high-net-worth clients. The role focuses on individual, trust, estate, gift, foundation, and business tax compliance and strategic tax planning.

Ideal candidates will bring a CPA/EA or state bar license and 6+ years of progressive public accounting experience, with proficiency in tax research software and memo writing.

Qualificações

• BA/BS in Accounting, JD, or MS in Tax required.
• Active CPA, EA, or state bar license required.
• 6+ years of progressive experience in public accounting.
• Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance.

Responsabilidades

• Provide high-quality individual, trust, estate, gift, foundation, and business tax compliance services
• Develop and implement tax planning strategies in alignment with client goals
• Review individual, trust, estate, gift, business entity, and foundation returns
• Handle Federal and State tax notices and audits
• Research Federal, State, and International tax laws and prepare tax memorandums
• Manage client accounts with respect to tax and foster client relationships
• Conduct internal business development and marketing
• Manage other members of the group, including monitoring their workload and training

Conhecimentos

Tax advisory

Gift/estate/trust planning

Public accounting experience

Review tax returns

Formação académica

BA/BS in Accounting

JD

MS in Tax

Ferramentas

Microsoft Office

CCH Axcess Tax

Bloomberg Income Tax Planner

Descrição da oferta de emprego

Landing Point is seeking a Tax Services professional to join their team and support high- and ultra-high-net-worth clients. The role focuses on individual, trust, estate, gift, foundation, and business tax compliance and strategic tax planning.

Ideal candidates will bring a CPA/EA or state bar license and 6+ years of progressive public accounting experience, with proficiency in tax research software and memo writing.