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Senior Tax Manager - High Net Worth

CFS

Houston, TX

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JOB DETAILS
SALARY
$180,000–$200,000 Per Year
SKILLS
Accounting, Business Development, Business Growth, Business Skills, Channel Strategies, Coaching, Communication Skills, Cross-Functional, Customer Experience, Customer Relations, Customer Satisfaction, Develop and Maintain Customers, Documentation, High Net Worth, Leadership, Local Tax, Mentoring, Private Client Services, Process Improvement, Profit & Loss, Proposal Development, Public Accounting, Quality Control, Research Skills, Resource Management, State Tax, Strategic Planning, Succession Planning, Tax Planning, Tax Regulations, Tax Returns, Tax Software, Team Lead/Manager, Technical Leadership
LOCATION
Houston, TX
POSTED
1 day ago

Senior Tax Manager


Senior Tax Manager – Salary


$180K – $200K+ base (flexible based on experience) + bonus


Senior Tax Manager – Why This Opportunity Stands Out



  • Step into a high-impact leadership role within a rapidly growing firm

  • Serve as a strategic advisor to High Net Worth (HNW) / Private Client Services (PCS) clients with complex, multi-entity structures

  • Opportunity to influence firm-wide tax strategy, processes, and client experience

  • Partner cross-functionally with leadership and other service lines to deliver holistic, value-added solutions

  • Clear path to Partner-level progression with strong visibility and business development exposure

  • Work on sophisticated engagements without the unsustainable hours of larger firms


Senior Tax Manager – Key Responsibilities



  • Provide strategic oversight for the firm’s most complex tax engagements, including HNW individuals, private clients, and multi-entity structures

  • Act as a trusted advisor to clients on tax planning, entity structuring, succession planning, and transaction strategy

  • Review highly complex tax returns, ensuring technical accuracy and compliance across federal, state, and local jurisdictions

  • Lead engagement strategy and execution, coordinating with internal teams and external advisors

  • Conduct advanced tax research on complex issues and evolving legislation; translate findings into actionable guidance

  • Serve as a technical leader within the firm, advising on emerging tax matters and regulatory updates

  • Drive improvements in tax processes, documentation, and quality control

  • Coach and mentor managers and staff, focusing on leadership development and succession planning

  • Build and maintain deep client relationships, acting as a long-term strategic partner

  • Collaborate across service lines (assurance, advisory, client accounting) to deliver integrated solutions

  • Support firm growth through business development, including client pitches and proposal development

  • Represent the firm at industry events and networking opportunities

  • Oversee engagement planning, resource allocation, and team productivity to ensure profitability and client satisfaction


Senior Tax Manager – Qualifications



  • 8+ years of tax experience, ideally within public accounting

  • Strong experience with High Net Worth (HNW) / Private Client Services (PCS) clients is required

  • CPA license (or eligible)

  • Bachelor’s degree in Accounting or related field

  • Strong technical expertise in Investment Partnerships and Private Equity

  • Deep knowledge of federal, state, and local tax regulations and their application to complex client scenarios

  • Proven track record in strategic tax planning, including entity structuring and transaction advisory

  • Advanced proficiency with tax software and research tools

  • Demonstrated ability to lead and develop teams across multiple engagement levels

  • Exceptional communication skills with the ability to explain complex tax concepts clearly

  • Strong business acumen with the ability to align tax strategies to client and firm objectives


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About the Company

C

CFS

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.

CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.

Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Financial Services
FOUNDED
1994
WEBSITE
http://www.cfstaffing.com/

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