Senior Tax Manager

Prosperity Partners; Houston (TX); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Equity participation

Competitive compensation

Comprehensive benefits

Career growth opportunities

Job summary

Prosperity Partners is seeking a Senior Tax Manager to lead complex tax engagements and advise high-net-worth clients across states. The role emphasizes leadership, mentoring, and strategic client management, with hybrid work in the Sugar Land area and opportunities for office leadership.

The ideal candidate has 10+ years in public accounting, CPA certification, and strong knowledge of multi-state and estate/trust taxation.

Qualifications

• CPA certification is required.
• Master's in Taxation (MST) preferred.
• Bachelor's degree in Accounting or related field required.

Responsibilities

• Lead complex tax engagements from planning to delivery.
• Advise clients on estates, acquisitions, restructurings, and strategic transactions.
• Research and communicate solutions for federal, state, and local tax issues.
• Mentor tax professionals and provide technical guidance.

Skills

Leadership

Mentoring

Client advisory

Communication

Business development

Education

CPA certification

Master's in Taxation (MST)

Bachelor's in Accounting

Job description

Prosperity Partners ("Prosperity") is a Chicago-headquartered professional services firm offering best-in-class tax, accounting, transaction advisory and personal finance services to dynamic businesses, high-net-worth individuals, and family offices throughout the United States. With offices throughout the United States and private equity-backing, Prosperity is seeking an energetic, experienced Senior Tax Manager to support our growing tax practice. The candidate must have a strong work ethic, exceptional leadership qualities and at least ten years' public accounting experience.

Key Responsibilities

• Lead complex tax engagements from planning through delivery, including the preparation and review of sophisticated business, individual, trust, estate, and multi-state tax returns;
• Advise clients on complex tax matters, including estate planning, acquisitions, mergers, restructurings, entity formations, and other strategic transactions;
• Research, analyze, and communicate solutions for federal, state, and local tax issues;
• Partner with office leadership in transitioning and expanding key client relationships while maintaining continuity of service and trusted advisor status;
• Develop and mentor tax professionals while providing technical guidance;
• Draft technical memoranda, client communications, and correspondence with tax authorities;
• Champion the adoption of AI and technology solutions that enhance team productivity, streamline processes, and elevate client service delivery;
• Actively identify growth opportunities within existing client relationships, participate in new business development efforts, and contribute to office revenue growth initiatives;
• Support the office's long-term succession planning objectives by serving as a future leadership resource and helping maintain continuity of key client relationships;
• The role offers a defined pathway toward office leadership and partner level opportunities for the right candidate.

Qualifications

• Minimum ten years’ experience in a regional, national, or multinational public accounting firm;
• CPA certification required; Master's in Taxation (MST) or similar advanced degree preferred;
• Bachelor's degree in Accounting or a related field from an accredited four-year university;
• Significant experience advising clients on estates, trusts, acquisitions, business restructurings, entity planning, and other advanced tax matters;
• Strong technical knowledge of federal, state, and local taxation, including flow-through entities, high-net-worth individuals, trusts, and multi-state tax issues;
• Proven ability to serve as a trusted advisor to business owners, executives, high-net-worth individuals, and family groups;
• Strong leadership skills with a history of mentoring and developing tax professionals;
• Experience identifying and developing new business opportunities;
• Excellent written and verbal communication skills, including the ability to present technical concepts clearly to clients and colleagues;
• Understanding of firm operations, including budgeting, billing, and practice management;
• Demonstrated ability to step into complex client situations, build trust quickly, and provide confident technical leadership;
• Availability to work in the Sugar Land office on a hybrid schedule.

Prosperity Partners is a people-focused professional services firm with a strong culture, talented professionals, and exceptional clients. We offer a dynamic environment, significant growth opportunities, equity participation, competitive compensation, and comprehensive benefits. We are seeking a leader who combines excellent management skills with a high EQ and strong interpersonal skills and who is excited to help shape the future of a rapidly growing national business.