Tax Manager

Intelligent Staffing; Grapevine (TX); On-site; USD 125,000 - 250,000; Full time

Job summary

Intelligent Staffing in the Dallas–Fort Worth area is seeking a Tax Manager to own a portfolio of high-net-worth individuals and business owners, driving proactive, year-round planning rather than just filing season. You will build and execute tax strategies with senior advisors, prepare complex federal and state returns, and lead client meetings with quarterly reviews.

This role rewards clear communication, self-direction, and growth in advanced tax structures, including oil & gas or investment

Qualifications

• Active EA or CPA designation required.
• 4+ years of tax experience with high-income individuals or small business owners.
• Deep knowledge of S-corporations, partnerships, real estate, and investments.
• Ability to explain complex strategies in plain language.
• Self-directed and comfortable in a fast-paced, entrepreneurial environment.
• Oil & gas or investment structures experience a plus.

Responsibilities

• Manage a portfolio of high-net-worth individuals and business clients.
• Build and execute year-round tax strategies alongside senior advisors.
• Prepare and review complex federal and state returns.
• Lead client meetings, quarterly reviews, and monthly strategy sessions.
• Identify planning opportunities and explain them clearly.
• Track federal and state law changes and implications for clients.

Skills

EA designation

CPA designation

Tax planning

Client advisory

Real estate/investments knowledge

Self-directed work style

Job description

Most tax managers spend the year buried in returns and rarely get near the strategy. This role flips that.

A boutique tax advisory firm in the DFW area is hiring a Tax Manager to own a portfolio of high-income individuals and business owners as their primary point of contact—driving proactive, year-round planning, not just filing season.

What you'll do

• Manage your own portfolio of high-net-worth individual and business clients
• Build and execute year-round tax strategies alongside senior advisors
• Prepare and review complex federal and state returns
• Lead client meetings, quarterly reviews, and monthly strategy sessions
• Identify planning opportunities and explain them in plain language
• Track federal and state law changes and what they mean for your clients

What you'll bring

• Active EA or CPA designation (required)
• 4+ years of tax experience, ideally with high-income individuals or small business owners
• Real depth in S-corporations, partnerships, real estate, and investments
• The ability to make complex strategy sound simple
• Self-directed and at home in a fast-paced, entrepreneurial environment
• Oil & gas or investment structure experience is a plus

Why this role

• $125,000 – $250,000, depending on experience and credentials
• Genuine client ownership and advisory responsibility — not a support seat
• Planning-led work with sophisticated clients, rather than compliance alone
• Room to build real expertise in advanced tax strategy and business structures
• Straightforward two-step interview process