Senior Tax Manager - High Net Worth

CFS; Houston (TX); On-site; USD 180,000 - 200,000; Full time

Job summary

CFS is seeking a Senior Tax Manager in Houston to lead complex tax engagements for HNW clients and multi-entity structures. You will advise on planning, structuring, and transaction strategy, while mentoring teams and shaping firm-wide tax processes.

Be prepared to drive client relationships, ensure regulatory compliance, and contribute to business development. A CPA and 8+ years in tax are preferred, with a focus on private client services.

Qualifications

• 8+ years of tax experience, ideally within public accounting.
• Strong experience with HNW / PCS clients is required.
• CPA license (or eligible).
• Bachelor’s degree in Accounting or related field.
• Deep knowledge of federal, state, and local tax regulations and their application to complex client scenarios.

Responsibilities

• Provide strategic oversight for the firm’s most complex tax engagements, including HNW individuals, private clients, and multi-entity structures.
• Act as a trusted advisor to clients on tax planning, entity structuring, succession planning, and transaction strategy.
• Review highly complex tax returns, ensuring technical accuracy and compliance across federal, state, and local jurisdictions.
• Lead engagement strategy and execution, coordinating with internal teams and external advisors.
• Conduct advanced tax research on complex issues and evolving legislation; translate findings into actionable guidance.
• Serve as a technical leader within the firm, advising on emerging tax matters and regulatory updates.
• Drive improvements in tax processes, documentation, and quality control.
• Coach and mentor managers and staff, focusing on leadership development and succession planning.
• Build and maintain deep client relationships, acting as a long-term strategic partner.
• Collaborate across service lines to deliver integrated solutions.
• Support firm growth through business development, including client pitches and proposal development.

Skills

Leadership

Strategic tax planning

Client advisory

Mentoring teams

Communication

Education

CPA license

Bachelor’s degree in Accounting

Tools

Tax software & research tools

Job description

Senior Tax Manager – Salary

$180K – $200K+ base (flexible based on experience) + bonus

Senior Tax Manager – Why This Opportunity Stands Out

• Step into a high-impact leadership role within a rapidly growing firm
• Serve as a strategic advisor to High Net Worth (HNW) / Private Client Services (PCS) clients with complex, multi-entity structures
• Opportunity to influence firm-wide tax strategy, processes, and client experience
• Partner cross-functionally with leadership and other service lines to deliver holistic, value-added solutions
• Clear path to Partner-level progression with strong visibility and business development exposure
• Work on sophisticated engagements without the unsustainable hours of larger firms

Senior Tax Manager – Key Responsibilities

• Provide strategic oversight for the firm’s most complex tax engagements, including HNW individuals, private clients, and multi-entity structures
• Act as a trusted advisor to clients on tax planning, entity structuring, succession planning, and transaction strategy
• Review highly complex tax returns, ensuring technical accuracy and compliance across federal, state, and local jurisdictions
• Lead engagement strategy and execution, coordinating with internal teams and external advisors
• Conduct advanced tax research on complex issues and evolving legislation; translate findings into actionable guidance
• Serve as a technical leader within the firm, advising on emerging tax matters and regulatory updates
• Drive improvements in tax processes, documentation, and quality control
• Coach and mentor managers and staff, focusing on leadership development and succession planning
• Build and maintain deep client relationships, acting as a long-term strategic partner
• Collaborate across service lines (assurance, advisory, client accounting) to deliver integrated solutions
• Support firm growth through business development, including client pitches and proposal development
• Represent the firm at industry events and networking opportunities
• Oversee engagement planning, resource allocation, and team productivity to ensure profitability and client satisfaction

Senior Tax Manager – Qualifications

• 8+ years of tax experience, ideally within public accounting
• Strong experience with High Net Worth (HNW) / Private Client Services (PCS) clients is required
• CPA license (or eligible)
• Bachelor’s degree in Accounting or related field
• Strong technical expertise in Investment Partnerships and Private Equity
• Deep knowledge of federal, state, and local tax regulations and their application to complex client scenarios
• Proven track record in strategic tax planning, including entity structuring and transaction advisory
• Advanced proficiency with tax software and research tools
• Demonstrated ability to lead and develop teams across multiple engagement levels
• Exceptional communication skills with the ability to explain complex tax concepts clearly
• Strong business acumen with the ability to align tax strategies to client and firm objectives