Tax Manager

Connect Search, LLC; Addison (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Unlimited PTO

Hybrid schedule with 2 remote days per

Job summary

Connect Search, LLC is seeking a Tax Manager or Senior Tax Manager in public accounting who wants a better lifestyle while leading a growing tax practice. This hybrid role focuses on individual tax, planning, client relationships and staff development.

The opportunity offers up to $150k base plus 20% bonus, unlimited PTO, and a hybrid schedule with 2 remote days per week in the off-season. You’ll remain client-facing and help shape the tax platform for growth.

Qualifications

• CPA or in progress, with 5+ years of public accounting tax experience.
• Strong 1040/individual tax compliance and review skills.
• Experience with high-net-worth/private clients is a plus.
• Interest in building and scaling a tax practice with leadership.
• Comfortable working directly with clients and supervising staff.

Responsibilities

• Reviewing individual tax returns and tax planning.
• Managing client relationships and researching tax issues.
• Developing staff and improving tax processes.
• Collaborating with leadership to evolve and scale the tax function.

Skills

CPA or in progress

5+ years public accounting tax

1040 / individual tax

Tax planning

Client relationships

Staff development

Job description

Hybrid | up to $150k Base + 20% Bonus | 40-Hour Off-Seasons

Ready to leave public accounting without leaving tax?

If you're a Tax Manager or Senior Tax Manager in public accounting who enjoys working with individual/private clients—but you're ready for a better long-term lifestyle—this could be a very compelling next step.

A successful, privately held wealth management and investment advisory firm is expanding its tax practice and looking for a CPA to help lead and build the function.

This isn't a traditional corporate tax position. You'll remain close to the work you know—individual tax, planning, review and client relationships—while getting the opportunity to help build a growing tax platform and enjoy a much more predictable schedule outside of tax season.

Why This Opportunity Stands Out

• 40-hour workweeks approximately May through January
• Unlimited PTO
• Hybrid schedule with 2 remote days per week during the off-season
• Step directly into a Tax Director role
• Initially lead 2 tax professionals, with plans to grow the team
• Remain client-facing rather than moving into a traditional corporate tax role
• Help shape the processes, team and direction of a growing tax practice
• Stable, privately held wealth management organization with an established client base
• Flexible, collaborative culture

What You'll Do:

You'll take a leadership role in the firm's growing tax offering, including reviewing individual tax returns, tax planning, managing client relationships, researching tax issues, developing staff and improving processes.

Just as importantly, you'll work closely with leadership to determine how the tax function should evolve and scale as the business continues to grow.

Who We're Looking For:

The target background is straightforward:

• CPA or at least in progress*
• 5+ years of public accounting tax experience
• Currently a Tax Supervisor, Manager, Senior Manager or Director
• Strong 1040 / individual tax compliance and review experience
• High-net-worth/private client experience is a plus
• Strong tax planning and research skills
• Experience supervising and developing staff
• Comfortable working directly with clients
• Someone who wants to build, rather than simply inherit an established process

The Schedule:

Peak tax season: 4 days in office / 1 remote

Off-season: 3 days in office / 2 remote

And perhaps most importantly: approximately May through January, the expectation is a 40-hour workweek.

For someone who has spent years building a career in public accounting, this offers the opportunity to keep the technical and client-facing parts of tax you enjoy while leaving much of the public accounting grind behind.