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.
Bachelor’s or Master’s Degree in Accounting.
Active Texas CPA.
Prior tax experience working with high‑net‑worth individuals.