Tax Manager
search servicesHouston, TX
A Houston-based wealth management firm is seeking an experienced Tax Manager or Senior Tax Managerto help build and lead an in-house tax offering for its established client base. This is an excellent opportunity for a CPA coming out of public accounting who enjoys complex tax work but is ready for a better quality of life, greater flexibility, and a more predictable schedule. The firm serves successful business owners, executives, and family groups and has a built-in client base with ongoing needs for sophisticated tax planning and compliance support. The focus is on serving existing clients — not generating new business or building a book of business.
Responsibilities:
- Review and manage complex individual, partnership, S corporation, C corporation, trust, and family group tax returns
- Provide proactive tax planning for business owners and high-net-worth individuals
- Work closely with financial advisors to integrate tax strategies into broader financial planning
- Serve as a trusted tax resource for clients
- Research complex tax issues and communicate recommendations clearly
- Help establish processes, workflows, and best practices as the tax offering grows
- Collaborate with internal teams to deliver a high level of client service
Qualifications:
- Active CPA required 8+ years of tax experience preferred
- Public accounting / CPA firm experience required
- Strong experience working with business owners, closely held companies, and high-net-worth individuals
- Ability to independently manage complex tax matters
- Strong technical tax and research skills
- Excellent client communication and relationship-management skills
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Level
Senior L5
Location
Houston, TX
Occupation
Accountants and Auditors
Industry
Offices of Certified Public Accountants
Posted
today