Ben Weinstein

About Ben Weinstein

Ben is a Senior Manager with Deloitte Tax LLP with a history of working with high net-worth families and their closely-held businesses. Ben currently focuses his time in the Texas marketplace. Prior to his current role with the Houston office, Ben served as a part of Deloitte’s Washington National Tax practice, serving as a firm subject matter expert in the areas of estate, gift and individual taxation. In addition to his role serving high-net worth families, Ben is a firm subject matter expert for private aviation tax matters, serving both corporate and family clients, including upfront structuring for the cquistion of an aircraft and assistance with the ongoing operations.

Experience

1. Tax Senior Manager

   Deloitte

   Jan 2013 — Present

   I am a Tax Senior Manager based out of Houston, Texas. My team focuses on the needs of high net-worth individuals and their businesses. Previously I spent time in our national office as a part of our Estate, Gift, Trust and Individual Income Tax group. I am a trusted adviser to my clients, providing planning and compliance services that help reach their complex business, gift and charitable goals.

Education

• University of Oklahoma

  Joint BBA / Masters of Accountancy

  2008 — 2012

Skills

• Income Tax
• Accounting
• Financial Analysis
• Microsoft Office
• Financial Reporting
• Tax Preparation
• Tax Returns
• Financial Statements
• Securitization Tax
• Management
• Gaap
• Microsoft Excel
• Corporate Tax
• Financial Accounting
• Tax
• Estate & Gift Taxation