Senior Tax Planner for UHNW Estates & Trusts

A financial services firm in Houston, Texas is seeking an experienced tax advisor to provide high-quality tax compliance services and advisory for high-net-worth individuals. Responsibilities include managing client relationships, conducting tax planning, and training junior staff. The ideal candidate has a BA/BS in Accounting, an active CPA or JD, plus at least 6 years of relevant experience. Strong communication skills and proficiency in Microsoft Office are essential. The role requires working on-site 4 days a week.
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