Senior Manager, Tax Practice

Jobtailor; Baytown (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Jobtailor in Texas is seeking a Senior Tax Manager to lead and grow a tax team, delivering expert guidance on federal individual, fiduciary, and small business returns. You will work with wealth advisors on integrated planning and review complex tax filings to ensure client satisfaction.

The role emphasizes process improvement, cross-functional collaboration, and proactive client communications. A CPA license, potentially an MBA or Master’s in Taxation, and 5–10 years of public accounting

Qualifications

• Active CPA license required.
• Master’s Degree in Taxation and MBA preferred.
• 5–10 years of public accounting experience focused on federal individual, fiduciary, and small business tax returns.
• Experience preparing C-Corp, S-Corp, and partnership tax returns.
• 2+ years of management experience in a CPA or tax practice.
• Demonstrated ability to grow and develop associates.
• Excellent communication and teamwork.
• Strong analytical skills.
• Proficiency in Microsoft Office.
• Up to 5% travel.

Responsibilities

• Lead and mentor a team of tax professionals, providing technical guidance and growth opportunities.
• Collaborate with wealth advisors on integrated tax and financial planning strategies.
• Provide proactive tax advice directly to clients.
• Review and sign complex individual, fiduciary, and small business tax returns.
• Coordinate quarterly estimates, projections, and year-end tax planning.
• Improve tax department processes, technology adoption, efficiency, and client experience.
• Lead special projects and cross-functional firm-wide initiatives.
• Prepare client communications, technical memos, and planning documents.
• Foster collaboration between tax and wealth teams and help shape organizational culture.

Skills

Team Leadership

Mentoring

Communication

Analytical Skills

Problem-Solving

Education

CPA License

Master’s Degree in Taxation

MBA

Tools

Microsoft Office

Job description

Roles and Responsibilities

• Lead and mentor a team of tax professionals, providing technical guidance and growth opportunities
• Collaborate with wealth advisors on integrated tax and financial planning strategies
• Provide proactive tax advice directly to clients
• Review and sign complex individual, fiduciary, and small business tax returns
• Coordinate quarterly estimates, projections, and year-end tax planning
• Improve tax department processes, technology adoption, efficiency, and client experience
• Lead special projects and cross-functional firm-wide initiatives
• Prepare client communications, technical memos, and planning documents
• Foster collaboration between tax and wealth teams and help shape organizational culture

Requirements

• Active CPA license is required
• Master’s Degree in Taxation or MBA preferred
• 5–10 years of recent public accounting experience focused on federal individual, fiduciary, and small business tax returns
• Experience preparing C-Corp, S-Corp, and partnership tax returns
• 2 or more years of management experience in a CPA or tax practice
• Demonstrated ability to grow and develop associates
• Ability to deliver quality work under tight timeframes
• Excellent communication skills and ability to be a team player
• Strong analytical skills
• Proficiency in Microsoft Office
• Up to 5% travel

Core Competencies

Demonstrates expertise in tax planning and compliance, with a strong focus on federal individual, fiduciary, and small business tax returns. Proven leadership in mentoring tax professionals and enhancing departmental efficiency through technology adoption and process improvement.

Highest-signal resume keywords

• Active CPA License
• Public Accounting Experience
• Management Experience
• Tax Return Preparation
• Analytical Skills

Hard Skills

• Tax Planning
• Tax Compliance
• C-Corp Tax Returns
• S-Corp Tax Returns
• Partnership Tax Returns
• Quarterly Estimates
• Year-End Tax Planning
• Technical Memos
• Client Communications
• Process Improvement

Soft Skills

• Team Leadership
• Communication Skills
• Collaboration
• Mentoring
• Problem-Solving

Certifications & Qualifications

• CPA License
• Master’s Degree in Taxation
• MBA

Industry Keywords

• Public Accounting
• Tax Returns
• Wealth Management
• Fiduciary Tax
• Client Experience

Tools & Technologies

• Microsoft Office