Senior Tax Manager — Wealth Planning & Balanced Life

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 lead an internal tax function for its established client base.

The role is ideal for a CPA transitioning from public accounting who enjoys complex tax work but wants a better balance and a more predictable schedule. Candidates will work primarily with existing clients rather than chasing new business.

Qualifications

• Active CPA required.
• 8+ years of tax experience preferred.
• CPA firm experience required.

Responsibilities

• Review and manage complex tax returns for individuals, partnerships, S corporations, C corporations, trusts, and family groups.
• Provide proactive tax planning for business owners and high-net-worth individuals.
• Work closely with financial advisors to integrate tax strategies into broader planning.
• Serve as a trusted tax resource for clients.
• Research tax issues and communicate recommendations clearly.
• Help develop processes and best practices as the tax offering grows.

Education

Certified Public Accountant (CPA)

Job description

Search Services, a Houston-based wealth management firm, seeks an experienced Tax Manager or Senior Tax Manager to lead an internal tax function for its established client base.

The role is ideal for a CPA transitioning from public accounting who enjoys complex tax work but wants a better balance and a more predictable schedule. Candidates will work primarily with existing clients rather than chasing new business.