Pennington Partners & Co. · 2 days ago
Director, Estate Planning and Tax Services
Greater Houston
Full-time
Onsite
Mid, Senior Level
5+ years expPennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. The Director, Estate Planning and Tax Services will oversee estate planning and advanced wealth planning, providing expert guidance on tax strategies and collaborating with clients to develop customized wealth strategies.
Financial Services
Hiring Manager
Chad Lilly
Responsibilities
Develop and implement customized wealth strategies that minimize taxes, maximize wealth transfer, align with clients' personal and financial goals, and drive high levels of client engagement
Review tax returns before they are filed, and create income tax projections for clients, helping them understand their tax obligations and plan for future tax liabilities
Provide expert tax guidance on income, gift, estate, and generation-skipping transfer taxes to ensure optimal tax efficiency and compliance
Collaborate with clients to develop and execute charitable giving plans that align with their values and goals, while maximizing tax benefits and impact
Regularly review and update estate plans, tax strategies, and investment portfolios to ensure continued alignment with clients' evolving goals and changing tax laws and regulations
Partner and liaise with the investment team to proactively reduce income tax liability
Partner with the Managing Director of Estate Planning and the Market Leader in building a pipeline of credible client family leads through COI leads, networking, and referrals
Work with leadership to determine client family success measurements (i.e. (NPS) Net Promoter Score), identifying key performance indicators for delivering exceptional client service
Promote the company culture and vision
Qualification
Required
A minimum of 5 years of experience as an Associate or Partner at a law firm or a minimum of 7 years of experience in wealth and estate planning within a private wealth management firm or family office
Juris Doctorate is required; CPA and LLM accreditation are preferred
Ability to communicate complex tax and financial concepts to clients and other professionals, build strong relationships with clients and colleagues, and work effectively in a team environment
In-depth knowledge of federal and state tax laws, especially around income tax, gift tax, estate tax, generation-skipping transfer tax, tax treaties, and international taxation
An individual possessing a deeply rooted service mentality
Outstanding organizational and leadership abilities and personal integrity
Aptitude in decision-making and problem-solving
Ability to analyze complex financial situations, identify tax opportunities and risks, and develop creative solutions to minimize taxes and maximize wealth transfer
Belief in, and willing to champion, Pennington's Core Values
Preferred
CPA and LLM accreditation are preferred
Benefits
Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance.
Optional HSA Plan, with a $600 employer contribution.
401K Plan with employer match.
Commuter parking benefit.
Cell phone reimbursement.
$100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more.
Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag!
Worldwide emergency travel assistance coverage.
15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays.
Paid maternity and paternity leave for biological and adoptive parents.
$4,000 childcare stipend to help you transition back to work.
Company
Pennington Partners & Co.
Originally founded to serve the needs of the two founding families, who have built and sold companies in various industries, Pennington Partners & Co.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brian Gaister
Co-Founder and CEO
Recent News
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