Senior Tax Manager

Jobot; Lubbock (TX); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Excellent Benefits

Remote Work

Growth Opportunity

Great Culture

PTO

401K

Job summary

An established industry player is seeking a Senior Tax Manager to join their dynamic team. This role focuses on providing high-level tax compliance and strategic planning for high-net-worth clients, ensuring meticulous attention to detail and a collaborative approach. The ideal candidate will thrive in a relationship-driven environment, offering creative tax solutions while mentoring junior staff. With a commitment to excellence and a supportive culture, this firm provides a unique opportunity for professional growth and the chance to work with complex financial portfolios. If you have a passion for tax and a desire to make a significant impact, this is the role for you.

Qualifications

• 5+ years of experience in tax compliance and planning, preferably with HNW clients.
• CPA license required with strong multi-state tax knowledge.

Responsibilities

• Review complex individual tax returns for high-net-worth clients.
• Provide strategic tax planning for closely held businesses and estates.
• Mentor junior team members and ensure compliance with tax regulations.

Skills

Tax Compliance

Tax Planning

Communication Skills

Relationship Building

Attention to Detail

Education

Bachelor’s degree in Accounting

Master’s in Taxation

Job description

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$130,000.00/yr - $160,000.00/yr

Job Details

Family Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing Team!

This Jobot Job is hosted by Sydney Weaver.

Salary $130,000 - $160,000 per year.

A Bit About Us

A specialized tax and wealth advisory firm supporting high-net-worth entrepreneurs and business owners is looking to add a Senior Tax Manager to its growing team. With clients ranging from multi-state pass-through entities to ultra-high-net-worth individuals with complex financial portfolios, this firm delivers both tax compliance and strategic planning services with a white-glove approach. The ideal candidate brings deep experience in HNW taxation, excels in a review-heavy role, and thrives in a collaborative, low-politics environment. This opportunity is ideal for someone who values relationship-driven work over volume and wants to operate at a high level of technical sophistication across individual and entity taxation. Onsite onboarding in Tempe, AZ is required, with hybrid flexibility after ramp-up—and remote may be an option for exceptional candidates.

Why join us?

Excellent Benefits, Remote Work, Growth Opportunity, Great Culture, PTO, 401K, and much more!

Responsibilities

• Review complex individual (1040) tax returns for high-net-worth clients with $5M–$50M+ in assets.
• Oversee multi-state filings for S-Corps, partnerships, and LLCs with entities operating across 5–10 states.
• Coordinate with internal advisors on integrated wealth strategies across real estate, retirement, and business holdings.
• Provide strategic and creative tax planning for closely held businesses, estates, and family structures.
• Prepare and review complex federal, multi-state, and local tax filings for individuals, trusts, and entities.
• Serve as a trusted advisor to HNW individuals and their investments, entities, etc.
• Collaborate across investment, legal, and accounting teams to integrate tax strategies into broader financial plans.
• Monitor tax law developments and proactively identify opportunities or areas of risk.
• Drive process improvements and maintain high standards of accuracy and compliance.
• Mentor junior team members and contribute to internal knowledge sharing.
• Communicate clearly and effectively with clients on tax matters and implications.
• Maintain thorough documentation in line with best practices and regulatory requirements.

Requirements

• Bachelor’s degree in Accounting or related field and at least 5 years of relevant experience.
• 5+ years of experience in tax compliance and planning, preferably with HNW clients or within a family office environment.
• CPA license required.
• Preferred Master’s in Taxation or related.
• Experience reviewing complex tax returns for individuals and multi-state pass-through entities. Strong multi-state tax knowledge (5–10 states preferred).
• Experience with trust, estate, and partnership taxation.
• High level of discretion and professionalism when handling sensitive information.
• Excellent communication and relationship-building skills.
• Excellent written and verbal communication skills.
• Comfortable with onsite presence in Tempe, AZ for the first 90 days; hybrid thereafter (3 days/week).

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.