What are the responsibilities and job description for the Tax Director position at Financial Additions?
Financial Additions is seeking a Tax Director for an established firm in Fort Worth. This role is ideal for a candidate coming from public accounting or family office that brings a strong Estate and Trust Tax background.
This is a hybrid role (1 day in office in off-peak / 3 days in office in peak season)
Key Responsibilities
- Manage and review complex trust, estate, gift, and individual tax returns.
- Research complex federal and state tax matters and provide practical recommendations.
- Advise high-net-worth clients, families, trustees, and business owners on tax strategies.
- Review tax returns for accuracy, compliance, and technical issues.
Qualifications
- Bachelor’s degree in Accounting or Finance
- CPA strongly preferred.
- 5 years of progressive tax experience
- Strong experience with Trust and Estate Tax Planning required
- Real Estate or Oil and Gas Experience a plus
Salary : $140,000 - $200,000