Senior Tax Manager

Prosperity Partners; Sugar Land (TX); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Equity participation

Competitive compensation

Comprehensive benefits

Growth opportunities

Job summary

Prosperity Partners is seeking a Senior Tax Manager to lead complex engagements from planning through delivery for business, individual, trust, estate, and multi-state returns.

You will advise on estates, acquisitions, restructurings, and entity planning while mentoring tax professionals and expanding client relationships across the national practice. Hybrid Sugar Land office availability.

Qualifications

• Minimum ten years’ experience in a regional, national, or multinational public accounting firm.
• CPA certification required; MST or similar advanced degree preferred.
• Bachelor’s degree in Accounting or 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 mentoring and developing tax professionals.
• Experience identifying and developing new business opportunities.
• Excellent written and verbal communication skills, including presenting technical concepts clearly to clients and colleagues.
• Understanding of firm operations, including budgeting, billing, and practice management.
• Demonstrated ability to lead complex client situations with trust and technical leadership.
• Availability to work in the Sugar Land office on a hybrid schedule.

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.
• 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 productivity and client service.
• Identify growth opportunities within existing client relationships and participate in new business development.
• Support long-term succession planning and leadership development.
• Role offers a defined pathway toward office leadership and partner opportunities.

Job description

Senior Tax Manager

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.