Tax Manager

Wright Staffing Source; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading staffing firm is seeking an experienced Tax Manager with a focus on trusts and estates in Houston, Texas. The ideal candidate will have a strong technical background and leadership abilities to manage complex client relationships. Responsibilities include preparing complex tax returns, developing strategic tax planning solutions, and mentoring junior team members. A Bachelor's degree in Accounting, a CPA license, and at least 5 years of relevant experience are required. This role offers an opportunity to support high-net-worth clients with their tax needs.

Qualifications

• Minimum of 5 years of experience in tax, focusing on trusts and estates.
• CPA license is required.
• Exceptional communication and interpersonal skills.

Responsibilities

• Prepare and review complex trust, estate, and gift tax returns.
• Collaborate with clients for strategic tax planning solutions.
• Build strong client relationships and provide proactive tax guidance.
• Stay current on tax laws and perform in-depth research.
• Supervise and mentor junior team members.
• Implement process improvements for efficiency in tax services.

Skills

Trust and Estate Tax Compliance

Tax Planning and Advisory

Client Management

Research and Analysis

Team Leadership

Process Optimization

Communication Skills

Analytical Skills

Education

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

Masters in Taxation or related discipline

Tools

ProSystem fx

UltraTax

Job description

We are seeking an experienced Tax Manager with a specialized focus on trusts and estates. This role requires a hands‑on professional with a strong technical background, leadership capabilities, and the ability to manage complex client relationships. The ideal candidate will bring expertise in trust and estate tax compliance, planning, and consulting, and will play a key role in supporting our high‑net‑worth clients.

Key Responsibilities

• Trust and Estate Tax Compliance: Prepare and review complex trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with current regulations.
• Tax Planning and Advisory: Collaborate with clients to develop and implement strategic tax planning solutions for trusts, estates, and high‑net‑worth individuals.
• Client Management: Build and maintain strong relationships with clients, providing proactive guidance on tax strategies, compliance matters, and legislative changes.
• Research and Analysis: Stay current on federal, state, and local tax laws, performing in‑depth research on complex tax issues and presenting findings in clear, actionable ways.
• Team Leadership: Supervise, mentor, and develop junior team members, providing guidance and support to enhance their technical and professional skills.
• Process Optimization: Identify and implement process improvements to increase efficiency and accuracy in tax preparation and advisory services.

Qualifications

• Education: Bachelors degree in Accounting, Finance, or a related field (Masters in Taxation or related discipline preferred).
• Certification: CPA license is required.
• Experience: Minimum of 5 years of experience in tax, with a focus on trusts and estates. Experience in public accounting, wealth management, or a specialized tax advisory firm is highly preferred.
• Technical Skills: Proficiency with tax software (e.g., ProSystem fx, UltraTax, or similar) and accounting tools. Strong understanding of tax laws and regulations related to trusts, estates, and high‑net‑worth individuals.
• Soft Skills: Exceptional communication and interpersonal skills. Proven ability to manage multiple projects, prioritize tasks, and meet deadlines. High attention to detail with strong analytical and problem‑solving abilities.

How to Apply

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