Senior Tax Manager

Jobot; Houston (TX); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive salary and benefits

Job summary

Jobot is seeking a Senior Tax Manager to join our established CPA and advisory firm in Houston in a hybrid role. You will manage a diverse client portfolio, review complex returns, and lead strategic tax planning for high-net-worth individuals and closely held businesses.

You will mentor junior staff, monitor tax law changes, and collaborate across service lines to deliver integrated tax and wealth planning solutions. Salary ranges from $110,000 to $150,000 with strong benefits.

Qualifications

• Active CPA license required.
• 8+ years of public accounting tax experience.
• Experience reviewing returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Strong leadership and staff development skills.
• Excellent communication and client relationship management.

Responsibilities

• Manage a diverse portfolio of high-net-worth individuals, family groups, trusts, estates, and privately held business clients.
• Review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Lead sophisticated tax planning and consulting engagements for high-net-worth individuals, family offices, executives, entrepreneurs, and closely held businesses.
• Advise clients on wealth preservation, income tax minimization, estate planning, charitable giving, succession planning, and multi-generational wealth transfer strategies.
• Develop and implement tax-saving strategies for clients across multiple industries, including real estate, manufacturing, construction, professional services, and private investment partnerships.
• Serve as a trusted advisor to business owners and affluent individuals on tax, financial, and business matters.
• Research and analyze complex tax issues and communicate recommendations to clients and firm leadership.
• Supervise, mentor, and develop Tax Managers, Seniors, and Staff.
• Review workpapers and ensure compliance with firm quality standards.
• Participate in business development activities, client retention efforts, and referral network development.
• Monitor changes in tax legislation and assess the impact on clients and their businesses.
• Collaborate with partners and other service lines to deliver integrated tax, advisory, and wealth planning solutions.

Skills

CPA license

Tax planning

Client relationships

Staff mentoring

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Tax software

Tax research platforms

Job description

Senior Tax Manager - Hybrid Opportunity with Established Firm | $$$

Salary: $110,000 - $150,000 per year

We are a locally respected CPA and advisory firm committed to helping businesses, entrepreneurs, high-net-worth individuals, families, and other various organizations achieve their financial goals. For decades, we have built lasting relationships by delivering personalized tax, accounting, and consulting services tailored to each client's unique needs. Our team serves a diverse client base spanning privately held businesses, real estate investors, construction and manufacturing companies, professional service firms, family offices, and affluent individuals. We pride ourselves on combining deep technical expertise with a hands‑on, relationship‑driven approach that allows us to act as trusted advisors rather than just service providers. As our firm continues to grow, we remain dedicated to fostering a collaborative culture where professionals are empowered to make an impact, develop their careers, and provide exceptional value to the clients and communities we serve.

Why join us?

• Competitive Salary and Benefits
• Great Company Culture with an Established Firm
• Growth Opportunity
• Hybrid Work Schedule

Job Details

Key Responsibilities

• Manage a diverse portfolio of high-net-worth individuals, family groups, trusts, estates, and privately held business clients.
• Review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Lead sophisticated tax planning and consulting engagements for high-net-worth individuals, family offices, executives, entrepreneurs, and closely held businesses.
• Advise clients on wealth preservation, income tax minimization, estate planning, charitable giving, succession planning, and multi-generational wealth transfer strategies.
• Develop and implement tax-saving strategies for clients across multiple industries, including real estate, manufacturing, construction, professional services, and private investment partnerships.
• Serve as a trusted advisor to business owners and affluent individuals on tax, financial, and business matters.
• Research and analyze complex tax issues and communicate recommendations to clients and firm leadership.
• Supervise, mentor, and develop Tax Managers, Seniors, and Staff.
• Review workpapers and ensure compliance with firm quality standards.
• Participate in business development activities, client retention efforts, and referral network development.
• Monitor changes in tax legislation and assess the impact on clients and their businesses.
• Collaborate with partners and other service lines to deliver integrated tax, advisory, and wealth planning solutions.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• Active CPA license required
• 8+ years of public accounting tax experience
• Progressive experience managing complex tax engagements
• Strong knowledge of federal, state, and local tax regulations
• Experience reviewing partnerships, S corporations, C corporations, trusts, estates, and individual tax returns
• Significant experience working with high-net-worth individuals, family groups, and closely held businesses
• Demonstrated leadership and staff development experience
• Strong communication, presentation, and client relationship management skills
• Experience with tax software and research platforms

Preferred Experience

• High-net-worth individual and family tax planning
• Family office and private wealth advisory services
• Estate, gift, and trust taxation
• Multi-state taxation
• Pass-through entity taxation
• Real estate and private investment partnership taxation
• Mergers & acquisitions tax consulting
• Construction, manufacturing, and professional services industry experience
• Business advisory and consulting services

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.