Unity Search has been retained by a prominent family office looking to add a Tax Manager with a focus on High Net-Worth Estate Planning & Trust Administration.
This position will be responsible for assisting with the operation of private trust company, as well as estate planning for family members.
This includes oversight of investments, preparing meeting materials; advising on estate plans; ensuring compliance with tax laws; and liaising with legal, tax, and other areas in connection with trust and estate planning matters.
Key Highlights:
Stability, company has been in business over 75 years
Work life balance, good quality of life
Beautiful offices
Strong benefits and PTO policy
High visibility in this role
Numbers & Facts
Location
Dallas, TX
Skills
Cisco Unityunmatched
Estate Planningunmatched
Family Planningunmatched
High Net Worthunmatched
Legalunmatched
Maintain Complianceunmatched
Regulatory Complianceunmatched
Tax Regulationsunmatched
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