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Town of Little Elm

Little Elm , Texas

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Kilroy Realty

Austin , Texas

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University of Texas at San Antonio

San Antonio, Texas

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The Clariden School

Southlake, Texas

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St. Mark's School of Texas

Dallas, Texas

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Family Office Tax Manager
Job Description A well-established family office in west Houston is seeking an experienced CPA to manage the tax planning and compliance process for all family members. This role goes beyond traditional tax compliance, however, offering a unique opportunity to delve into the full spectrum of wealth management. We are looking for a dedicated professional who is eager to learn and grow in the following areas: Investment Management and Performance Reporting Trust Administration and Asset Protection Risk Management and Insurance Administration Wealth Transfer and Estate Planning Personal Budgeting and Cash Flow Planning Family Counseling and Education Philanthropy Why Join Us?


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