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Are you interested in considering other opportunities in the job market? See below a listing of some of our current searches. Feel free to directly apply to any job posting, or you can simply submit your resume to us for review by one of our dedicated recruiters.

Explore Career Opportunities

Are you interested in considering other opportunities in the job market? See below a listing of some of our current searches. Feel free to directly apply to any job posting, or you can simply submit your resume to us for review by one of our dedicated recruiters.

Manager, Family Office Trust & Estate Planning

Dallas, TX 75219

Employment Type: Direct Hire Job Category: Tax Job Number: 6290

Job Description

Unity Search has been retained by a prominent family office looking to add a Manager, Estate Planning & Trust Administration to their team.  This position will be responsible for assisting with the operation of private trust company, as well as estate planning for family members.  This includes oversight of investments, preparing meeting materials; advising on estate plans; ensuring compliance with tax laws; and liaising with legal, tax, and other areas in connection with trust and estate planning matters.

Education and Qualifications
  • Bachelor’s degree required, Accounting/Finance major preferred
  • 5+ years professional tax experience in a large public accounting firm
  • CPA certification required
  • Strong knowledge of income tax law for individuals, trust and pass-through entities
  • Family office/wealth management experience is highly desired
  • Excellent presentation and communication skills

Meet Your Recruiter

Kelly Whitney

Senior Manager | Tax         

 

 

 

UNITY.

Voted #1 Best Places to Work 2022 and 2023 by Dallas Business Journal

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About Dallas, TX

Unlock your potential in the vibrant job market of the Dallas-Fort Worth metroplex! This bustling region in the great state of Texas boasts a perfect blend of southern charm and big-city opportunities. Dive into a dynamic career scene with access to renowned landmarks like the Dallas Arboretum and Botanical Garden, exquisite cuisine from Tex-Mex to BBQ, and cultural hotspots such as the Dallas Museum of Art and the AT&T Performing Arts Center. Cheer for the Dallas Cowboys at the AT&T Stadium or enjoy the outdoors at White Rock Lake. Discover why Dallas is the ultimate destination for growth, opportunity, and a fulfilling career journey. Explore our job listings today and embark on a new chapter in this captivating city!