Senior Tax Manager

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

Benefits offered by this job

Hybrid work schedule

Job summary

Jobot is seeking a Senior Tax Manager in a hybrid Houston, TX-area role. Lead a tax practice, manage complex client relationships, and mentor a team of tax professionals for clients spanning high-net-worth individuals, family offices, and closely held businesses.

You will oversee tax compliance and planning engagements, advise on wealth preservation and estate strategies, and drive multi-industry tax-saving initiatives with a client-focused mindset.

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.

Responsibilities

• Manage a diverse portfolio of high-net-worth individuals, families, trusts, and privately held business clients.
• Review complex federal, state, and local tax returns for various entities.
• Lead sophisticated tax planning and consulting engagements for high-net-worth individuals and closely held businesses.
• Advise on wealth preservation, estate planning, and multi-generational wealth transfer strategies.
• Develop and implement tax-saving strategies across multiple industries.
• Mentor Tax Managers, Seniors, and Staff.
• Supervise quality and compliance with firm standards.
• Participate in business development and client retention efforts.
• Monitor changes in tax legislation and assess impact for clients.

Skills

Leadership

Client relationships

Tax planning

Communication

Team mentorship

Education

Bachelor's degree in Accounting/Finance

Tools

Tax software

Tax research platforms

Job description

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

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

Why join us?

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

Job Details

Senior Tax Manager

The Senior Tax Manager will be a key leader within the Tax Practice, responsible for managing complex client relationships, overseeing tax compliance and planning engagements, and mentoring a team of tax professionals. A significant portion of this role will focus on advising high-net-worth individuals, families, trusts, and business owners, while also supporting a diverse client base across closely held businesses, real estate, professional services, manufacturing, construction, and private investment entities. This role requires strong technical tax expertise, leadership capabilities, and a client-focused mindset to deliver high-quality tax solutions and strategic guidance.

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, and 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.