Senior Tax & Wealth Advisory Leader | Hybrid

Jobot; Houston (TX); Híbrido; USD 110.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work schedule

Competitive salary and benefits

Descripción de la vacante

Jobot is seeking a Senior Tax Manager to join our established CPA and advisory firm in Houston in a hybrid role. You will manage a diverse client portfolio, review complex returns, and lead strategic tax planning for high-net-worth individuals and closely held businesses.

You will mentor junior staff, monitor tax law changes, and collaborate across service lines to deliver integrated tax and wealth planning solutions. Salary ranges from $110,000 to $150,000 with strong benefits.

Formación

• Active CPA license required.
• 8+ years of public accounting tax experience.
• Experience reviewing returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Strong leadership and staff development skills.
• Excellent communication and client relationship management.

Responsabilidades

• Manage a diverse portfolio of high-net-worth individuals, family groups, trusts, estates, and privately held business clients.
• Review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Lead sophisticated tax planning and consulting engagements for high-net-worth individuals, family offices, executives, entrepreneurs, and closely held businesses.
• Advise clients on wealth preservation, income tax minimization, estate planning, charitable giving, succession planning, and multi-generational wealth transfer strategies.
• Develop and implement tax-saving strategies for clients across multiple industries, including real estate, manufacturing, construction, professional services, and private investment partnerships.
• Serve as a trusted advisor to business owners and affluent individuals on tax, financial, and business matters.
• Research and analyze complex tax issues and communicate recommendations to clients and firm leadership.
• Supervise, mentor, and develop Tax Managers, Seniors, and Staff.
• Review workpapers and ensure compliance with firm quality standards.
• Participate in business development activities, client retention efforts, and referral network development.
• Monitor changes in tax legislation and assess the impact on clients and their businesses.
• Collaborate with partners and other service lines to deliver integrated tax, advisory, and wealth planning solutions.

Conocimientos

CPA license

Tax planning

Client relationships

Staff mentoring

Educación

Bachelor's degree in Accounting, Finance, or related field

Herramientas

Tax software

Tax research platforms

Descripción del empleo

Jobot is seeking a Senior Tax Manager to join our established CPA and advisory firm in Houston in a hybrid role. You will manage a diverse client portfolio, review complex returns, and lead strategic tax planning for high-net-worth individuals and closely held businesses.

You will mentor junior staff, monitor tax law changes, and collaborate across service lines to deliver integrated tax and wealth planning solutions. Salary ranges from $110,000 to $150,000 with strong benefits.