At Sentinel Trust, Yasmin leads the delivery of investment, planning, fiduciary, administrative, and family office needs. She is also a member of Sentinel Trust’s health insurance task force, helping clients gather the information they need to select the best health insurance policy for their needs.
Yasmin joined Sentinel Trust after over a decade of experience in advising on tax matters in a wide range of contexts from advising trustees and entities of ultra-high net worth families to preparing federal and state income tax returns for complex partnerships, corporations, and individuals.
Yasmin is active with her graduate school alumni networks serving the community and participates in trust and estate study groups locally.
- Vice President, Client Relationship Officer, Atlantic Principal Advisors, LLC, Houston, TX (2017–2020)
Responsibilities included advising the trustee of foreign trust and entities of ultra-high net worth families; delivering investment, fiduciary, administrative, and family office services to ultra-high net worth families related to their foreign trusts and entities; and maintaining day-to-day communication with the legal and accounting teams of the family offices to better understand their goals and expectations related to the foreign trusts and to better guide and assist the trustee in meeting those expectations.
- Tax Supervisor, Linn Thurber, LLP, Houston, TX (2014–2017)
Responsibilities included preparing complex federal and state tax returns with focuses on partnerships, corporations, and individual returns; analyzing and implementing complex income allocations for large partnerships; and supervising and reviewing work product for a team of staff and senior accountants.
- Senior Tax Accountant, Intertek, Houston, TX (2012–2013)
Responsibilities included overseeing tax compliance for large acquisitions as the sole tax group member in the Houston office; preparing and reviewing consolidated federal, multi-state, and franchise tax returns; and visiting domestic subsidiaries to supervise their tax compliance including testing, analyzing, and documenting their internal tax controls.
- Senior Tax Accountant, Legend Natural Gas, LLC, Houston, TX (2011–2012)
Responsibilities included working directly with the controller as the sole tax accountant in the company; developing and preparing underlying schedules for federal and state tax compliance requirements; and researching federal and state tax issues for multiple operating entities.
- Business Tax Services Senior, Ernst & Young LLP, Houston, TX (2008–2011)
Responsibilities included preparing federal and state tax returns, analyzing supporting data, and managing daily communication with a major firm client as the only outsourcing senior; planning, supervising, and reviewing work product of staff accountants for compliance requirements for a Fortune 100 company; and researching and analyzing issues for technical memoranda related to intricate domestic tax issues arising from complex business transactions.
- Texas Society of Certified Public Accountants, Former Member
- American Institute of Certified Public Accountants, Former Member