Tax Manager

A fast-paced wealth management firm is seeking a Tax Manager to join the team. The firm is collaborative and team-oriented, and tax is treated as a core part of the client experience rather than a back-office function. The Tax Manager is responsible for managing both client relationships and internal team members, serving as a primary point of contact for a portfolio of clients while delivering proactive tax guidance and extensive tax planning in close collaboration with the wealth management team.

Salary + Additional Benefits:

• $125,000–$165,000
• Performance Bonus: Eligible bonus tied to successful completion of tax season and overall firm performance
• 100% Company-Paid Medical Insurance Premiums
• 401K - company match

Location: Galleria area, Houston, TX
Type of Position: Direct Hire

Responsibilities:

• Review (and some preparation) of individual federal and state income tax returns, as well as business, trust, and estate tax returns.
• Review (and some preparation) of U.S. filing requirements for reporting foreign assets.
• Ensure technical accuracy, completeness, and consistency across returns.
• Stay current on tax law changes and industry trends and apply them thoughtfully.
• Demonstrate strong technical judgment and understand the rationale behind tax positions and planning strategies.
• Apply technical knowledge to identify planning opportunities and improve outcomes.
• Engage in extensive tax planning for individuals, families, and business owners.
• Serve as a primary relationship manager for a portfolio of clients, ensuring high-touch, responsive service.
• Collaborate closely with the wealth management team to integrate tax strategy into broader financial plans.
• Anticipate client needs and proactively identify risks and opportunities.
• Serve as a trusted tax resource to advisors and clients.
• Be energized by client conversations and embrace the opportunity to advise frequently and meaningfully.
• Manage and mentor team members, providing guidance, review, and technical oversight.
• Delegate effectively while maintaining accountability for quality and deadlines.
• Support professional development through coaching and real-time feedback.
• Foster a culture of ownership, responsiveness, and high standards.

Requirements:

• CPA license required
• 5+ years of experience in public accounting
• Strong experience with individual and closely held business taxation
• Experience reviewing complex tax returns
• Strong client communication and relationship management skills
• Experience mentoring or managing junior staff preferred
• Experience with international tax reporting (FBAR, Form 8938, etc.) is a plus

Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application.

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