Tax Manager

Jobot; Houston (TX); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Competitive pay

Career path

Collaborative culture

Tax planning exposure

Benefits package

Mentorship

Job summary

Jobot is seeking a Senior Tax Manager for a HYBRID opportunity in Houston with excellent compensation. You will manage a portfolio of business and individual tax clients, oversee compliance and planning engagements, and mentor a team of tax professionals.

The ideal candidate holds a CPA, a Bachelor's in Accounting/Finance, and 8+ years of public accounting tax experience, leading planning, client advisory, and tax-saving strategies while collaborating with partners and service lines.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Active CPA license required.
• 8+ years of public accounting tax experience.
• Progressive experience managing complex tax engagements.
• Strong knowledge of federal, state, and local tax regulations.
• Experience reviewing partnerships, S-corporations, C-corporations, trusts, estates, and individual tax returns.
• Demonstrated leadership and staff development experience.
• Strong communication, presentation, and client relationship management skills.
• Experience with tax software and research platforms.

Responsibilities

• Manage a portfolio of business and individual tax clients.
• Review complex federal, state, and local tax returns.
• Lead tax planning and consulting engagements for closely held businesses and high-net-worth individuals.
• Identify and implement tax-saving strategies for clients.
• Serve as a trusted advisor to clients on tax 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 and assist with client retention efforts.
• Monitor changes in tax legislation and assess impacts on clients.
• Collaborate with partners and other service lines to deliver integrated client solutions.

Skills

Leadership

Client relationships

Tax planning

Tax compliance

Communication

Mentoring

Education

Bachelor's degree in Accounting/Finance

Tools

Tax software

Research platforms

Job description

Tax Manager - HYBRID Opportunity | Excellent Compensation $ | Growing Investment Company!

This Jobot Job is hosted by: Tammy Rivera

Salary: $125,000 - $150,000 per year

We are a growing, full-service CPA and advisory firm serving privately held businesses, high-net-worth individuals, family offices, and emerging companies across a variety of industries. Our firm is committed to delivering exceptional client service while fostering a collaborative and entrepreneurial culture where professionals can build rewarding, long-term careers. With a strong reputation for technical excellence and client partnership, we provide tax compliance, consulting, and strategic planning services designed to help our clients navigate complex financial and regulatory environments.

Why join us?

• Competitive compensation
• Clear path for career advancement and partnership opportunities
• Collaborative leadership team and supportive culture
• Exposure to sophisticated tax planning and advisory engagements
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off
• Opportunity to lead and mentor high-performing tax professionals

Job Details

The Senior Tax Manager will be a key leader within the Tax Practice, responsible for managing client relationships, overseeing tax compliance and planning engagements, and mentoring a team of tax professionals. This role requires strong technical tax expertise, leadership capabilities, and a client-focused mindset to deliver high-quality tax solutions and strategic guidance.

• Manage a portfolio of business and individual tax clients.
• Review complex federal, state, and local tax returns.
• Lead tax planning and consulting engagements for closely held businesses and high-net-worth individuals.
• Identify and implement tax-saving strategies for clients.
• Serve as a trusted advisor to clients on tax 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 and assist with client retention efforts.
• Monitor changes in tax legislation and assess impacts on clients.
• Collaborate with partners and other service lines to deliver integrated client solutions.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• Active CPA license required
• 8+ years of public accounting tax experience
• Progressive experience managing complex tax engagements
• Strong knowledge of federal, state, and local tax regulations
• Experience reviewing partnerships, S-corporations, C-corporations, trusts, estates, and individual tax returns
• Demonstrated leadership and staff development experience
• Strong communication, presentation, and client relationship management skills
• Experience with tax software and research platforms

Preferred Experience

• Multi-state taxation
• High-net-worth individual tax planning
• Pass-through entity taxation
• Mergers & acquisitions tax consulting
• Estate and trust taxation
• Business advisory and consulting services

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, and local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.