Senior Tax Manager

Solstice Consulting Group; Houston (TX); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Bonus

Profit sharing

Benefits

Job summary

Solstice Consulting Group is seeking an experienced Senior Tax Manager in Houston, TX for our public accounting clientele. The role is hybrid with two days per week in-office, offering leadership opportunities and career advancement.

Responsibilities include managing tax engagements, planning, advisory services, and supervision of staff. A CPA and public accounting experience (Big 4 or large CPA firm) are highly preferred, with strong knowledge of flow-through entities and multi-state tax issues.

Qualifications

• Bachelor's degree in Accounting and 8+ years of tax experience including public accounting experience (Big 4 or large CPA firm preferred).
• Advanced accounting or tax degree preferred; CPA certification strongly preferred.
• Experience with flow-through entities and enterprise entity compliance and advisory skills.

Responsibilities

• Manage client engagements from start to finish, 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.
• Ability to reason and effectively multi-task and communicate clearly.
• Supervise associates and senior associates, providing leadership and career guidance.

Skills

Tax planning

Client management

Leadership

Tax compliance

Tax research

Multi-state tax

Communication skills

Bilingual (English/Spanish)

Education

Bachelor's degree in Accounting

Advanced accounting or tax degree

CPA certification

Tools

Go Systems

BNA Income Tax Planner

GoFileRoom

BNA Bloomberg

Checkpoint

Outlook

Microsoft Office

Excel

Job description

Solstice Consulting Group is seeking experienced Senior Tax Managers for our public accounting / professional services clients in Houston, Texas. The roles are HYBRID (2 days per week in office).

ROLE OVERVIEW

This position will have responsibilities in oversight of tax compliance for corporate, individual, gift, trust and estate tax returns for both corporate and individual 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.

DUTIES AND 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.
• Ability to 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.
• Ability to organize and prioritize daily work responsibilities to meet deadlines. Ability to 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.

SKILLS AND QUALIFICATIONS

• Bachelor's degree in Accounting and 8+ years of tax experience including public accounting experience (Big 4 or large CPA firm preferred)
• Advanced accounting or tax degree preferred
• CPA certification strongly preferred
• Corporate, private client advisor or enterprise entity (private) 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 Outlook and Microsoft Office Suite, including Word, Excel and PowerPoint.
• Hands-on experience with review and preparation of all forms and schedules related to corporations, 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).
• 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.
• Bilingual (English / Spanish) a plus

Base Salary DOE range from $150k - $200k DOE plus bonus, profit sharing and benefits