Tax Manager - Estate and Trust

Demonstrate proficiency in estate and trust accounting, advising on both administrative and compliance matters for Forms 706, 709, 990, 1041, 3520, and 3520-A. Oversee communication to clients and prospects regarding updates and planning tips in the estate and trust area.

Tax Manager - Estate and TrustResponsibilities:

• Focus will be on individual, trusts and gift tax returns
• Develop strategies for wealth preservation among high-net-worth families
• Manage compliance deadlines
• Work closely with contacts at financial trust departments and attorneys to facilitate compliance and administration
• Demonstrate proficiency in estate and trust accounting, advising on both administrative and compliance matters for Forms 706, 709, 990, 1041, 3520, and 3520-A
• Oversee communication to clients and prospects regarding updates and planning tips in the estate and trust area

Qualifications:

• 5+ years’ experience
• Bachelors or Master’s Degree in Accounting
• Active Texas CPA
• Prior tax experience working with high-net-worth individuals

HOUAC49