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 to lead the firm’s most complex tax engagements for high-net-worth and private client services clients. You will advise on planning, structuring, and transaction strategy, review intricate returns, and guide cross-functional teams.

This role emphasizes leadership, mentoring, and building strong client relationships. Join a growth-focused team where you influence tax strategy, processes, and client experience while collaborating across service lines to deliver

Qualifications

• 8+ years of tax experience, ideally in public accounting
• CPA license (or eligible) required
• Strong experience with High Net Worth / Private Client Services clients

Responsibilities

• Provide strategic oversight for the firm’s most complex tax engagements for HNW and multi-entity structures
• Advise on tax planning, entity structuring, succession planning, and transaction strategy
• Review complex tax returns across federal, state, and local jurisdictions
• Lead engagement strategy and execution with internal teams and external advisors
• Conduct advanced tax research and translate findings into guidance
• Coach and mentor managers and staff for leadership development
• Build deep client relationships and drive business development

Skills

Leadership

Tax planning

HNW clients

Entity structuring

Team mentorship

Communication

Cross-functional

Tax research

Education

CPA license

Bachelor’s degree in Accounting

Tools

Tax software

Tax research tools

Job description

Senior Tax Manager

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