Financial Additions is seeking a Tax Manager or 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 - in office 1-2 days a week.
Key Responsibilities
Manage and review complex trust, estate, gift, and individual tax returns, including Forms 1041, 706, 709, and 1040.
Provide tax planning and advisory services related to estate planning, wealth transfer, gifting, and succession planning.
Research complex federal and state tax matters and provide practical recommendations.
Advise high-net-worth clients, families, trustees, and business owners on tax strategies.
Support tax planning related to business transactions, M&A, and ownership transitions.
Review tax returns for accuracy, compliance, and technical issues.
Qualifications
Bachelor’s degree in Accounting or Finance
CPA strongly preferred.
7+ years of progressive tax experience
Strong experience with Trust and Estate Tax Planning
Ready to embark on an exciting career journey in Fort Worth, Texas? Explore our job listings in this vibrant city known as the 'City of Cowboys and Culture.' Fort Worth offers a perfect blend of rich Western heritage and modern amenities, making it an ideal destination for job seekers looking for growth opportunities and a high quality of life. From the iconic Fort Worth Stockyards to the world-renowned Kimbell Art Museum, there is something to enchant everyone here. Indulge in mouthwatering Tex-Mex cuisine, catch a show at the Bass Performance Hall, support the revered Fort Worth Symphony Orchestra, or cheer on the Dallas Cowboys at AT&T Stadium. Come discover why Fort Worth is the perfect place to take the next step in your career and experience its irresistible charm firsthand.
Are you sure you want to apply for this job?
Please take a moment to verify your personal information and resume are up-to-date before you apply.
