Private Client Services Tax Manager/Senior Manager

PKF Texas; Houston (TX); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health, Dental, and Vision benefits

401(k) and discretionary profit sharing

Onsite fitness center

Generous PTO and paid holidays

Job summary

PKF Texas, a Houston-based CPA firm, is seeking a high-performing Private Client Services Tax Manager/Senior Manager. Responsibilities include overseeing tax compliance for high net-worth clients, managing client engagements, and developing tailored tax planning strategies. Candidates should have 5-15 years of public accounting experience and a CPA certification.

This role offers extensive opportunities for leadership and career advancement, alongside generous benefits such as health insurance, a 401(k), and a sustainable work-life balance.

Qualifications

• 5–15 years of public accounting experience is required.
• Demonstrated experience in managing client relationships is necessary.
• Advanced degree in Accounting is preferable.

Responsibilities

• Manage client engagements from start to finish, including planning and executing tax projects.
• Develop tax planning strategies tailored to client needs.
• Research tax laws and prepare memos on technical issues.

Skills

Public accounting experience

Private client advisory skills

Tax preparation and research software

Effective communication skills

Project management

Education

Bachelor’s degree in Accounting

CPA certification

Tools

Go Systems

BNA Income Tax Planner

Microsoft Office Suite

Job description

Private Client Services Tax Manager/Senior Manager

Full-time

Pannell Kerr Forster of Texas, P.C. (PKF Texas) is a Houston‑based CPA firm of forward‑thinking entrepreneurs and business advisors with Big 4 backgrounds who creatively integrate traditional values, practical solutions and intelligent change by focusing on the client’s unique needs. PKF specializes in mid‑sized growing companies as well as publicly traded companies and individuals who enjoy the benefits of working with a client‑centric firm offering a full‑range of business consulting, technology, assurance, entrepreneurial advisory and tax solutions.

PKF Texas is seeking a high performing Private Client Services Tax Manager and Senior Manager. This position will have responsibilities in oversight of tax compliance for individual, gift, trust and estate tax returns for high net‑worth clients. Additionally, the candidate may also be responsible for compliance oversight with enterprise related returns, primarily for related party flow‑through entities.

This position offers an excellent opportunity for leadership, learning and career advancement for the right candidate.

Responsibilities

• Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects while effectively producing a value outcome for our clients and the firm.
• Develop and execute tax planning techniques for clients while addressing client needs.
• Assist with identifying new and additional service opportunities from existing and potential clients through client interactions and recommendations.
• Communicate and interact closely with the client’s advisors, such as attorneys and financial managers.
• Assist with compliance and advisory needs for enterprise related returns, primarily related party flow‑through entities.
• Research tax laws and prepare tax memorandums on technical issues.
• Reason and effectively multi‑task. Strong communication skills with the ability to apply one’s understanding as to execution requirements and provide effective instructions in written, oral, or diagram form.
• Recognize complex technical issues, reach appropriate conclusions and apply appropriate technical authorities to support conclusions.
• Organize daily work responsibilities and projects, prioritize and meet deadlines. Complete work in an effective and accurate manner.
• Supervise associates and senior associates, providing them with leadership, counseling and career guidance as appropriate and required.
• Possess a strong background in effective engagement management, knowing how to manage all aspects of client accounts.
• Participate in mentoring, training, recruiting, retention, and team‑building activities.
• Participate in developing and presenting internal training and seminars on technical issues.

Qualifications

• 5–15 years of public accounting.
• Minimum Bachelor’s degree in Accounting. Advanced degree preferable. Degrees need to be from an accredited college/university.
• CPA certification required or other professional certification relevant to specialized services areas.
• Private client advisor experience, including enterprise entity compliance and advisory skills.
• Experience with tax preparation and research software required – Go Systems, BNA Income Tax Planner, GoFileRoom, BNA Bloomberg and Checkpoint.
• Ability to effectively use Microsoft Office Suite, including Word, Excel and PowerPoint.
• Hands‑on experience with review and preparation of all forms and schedules related to individuals, gifts, trusts, estates and enterprise entities.
• Knowledge and experience with flow‑through entities (i.e. Family Limited Partnerships, S‑Corporations, Partnerships, etc.).
• Experience with various facets of state & local taxation, compliance & advisory, including sales & use, personal & real property, franchise and multi‑jurisdiction income tax (experience in other than multi‑state income/franchise is valued but not required; a base level of multi‑state income/franchise experience is expected).
• International experience and knowledge (this experience is valued but not a requirement of the position).
• Demonstrated experience in effectively building, interfacing and managing client base.
• Excellent supervisory, organizational, problem‑solving, critical/analytical thinking, written and oral communication, and interpersonal skills.
• Exceptional client service and communication skills.
• Excellent project management and presentation skills.

Benefits

• Generous benefits including Health, Dental, and Vision.
• 401(k) and discretionary profit sharing.
• Free covered parking.
• Onsite fitness center.
• Very generous PTO/paid holidays.
• Sustainable work‑life balance and flexibility.
• Dress for your day attire.
• Anniversary cash program.
• PKF swag and much more.