Senior Tax Manager — Flexible Schedule for Wealth Planning

Search Services; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Search Services, a Houston-based wealth management firm, seeks an experienced Tax Manager or Senior Tax Manager to build and lead an in-house tax offering for its established client base. This role targets a CPA from public accounting who seeks greater life balance and predictable scheduling.

The position focuses on servicing existing clients with sophisticated tax planning and compliance, not on acquiring new business. Hybrid work options available as the tax practice grows.

Qualifications

• CPA license and 8+ years of tax experience in public accounting.
• Strong tax technical and research capabilities.
• Excellent client communication and relationship management.

Responsibilities

• Review and manage complex individual, partnership, S corporation, C corporation, trust, and family group tax returns.
• Provide proactive tax planning for business owners and high-net-worth individuals.
• Collaborate with internal teams to integrate tax strategies into broader planning.
• Establish processes and best practices as the tax offering grows.
• Serve as a trusted tax resource for clients and research complex tax issues.

Education

CPA license

8+ years tax experience

Public accounting experience

Job description

Search Services, a Houston-based wealth management firm, seeks an experienced Tax Manager or Senior Tax Manager to build and lead an in-house tax offering for its established client base. This role targets a CPA from public accounting who seeks greater life balance and predictable scheduling.

The position focuses on servicing existing clients with sophisticated tax planning and compliance, not on acquiring new business. Hybrid work options available as the tax practice grows.