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 Masters Degree in Accounting
Active Texas CPA
Prior tax experience working with high-net-worth individuals
HOUAC49
Numbers & Facts
Location
Houston, TX
Skills
Accountingunmatched
Certified Public Accountant (CPA)unmatched
High Net Worthunmatched
Maintain Complianceunmatched
Strategic Planningunmatched
Tax Returnsunmatched
Time Managementunmatched
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