Tax Manager

Elevate; Texas; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) plan

PTO with four weeks

Paid firm holidays

Discretionary performance bonus

Professional development opportunities

Career growth across Elevate platform

Job summary

Elevate is seeking a Tax Manager to join a partner firm in the Dallas/Houston area. The role oversees tax engagements, mentors staff, and supports growth of individual and business-entity tax practice, with emphasis on high-net-worth clients and family offices.

The candidate will work with the Tax Partner and leadership to deliver compliant and advisory services, manage client relationships, and plan strategic tax opportunities while traveling as needed.

Qualifications

• Active CPA license required.
• 8–10 years of progressive public accounting tax experience.
• Strong technical experience with individual, partnership, S corp, LLC, corporate, and trust tax returns.
• Experience serving high-net-worth individuals, family offices, and closely held businesses.
• Excellent client relationship and advisory skills.

Responsibilities

• Lead and support growth of the tax practice for individuals, pass-throughs, trusts, and closely held businesses.
• Review complex returns (1040, 1065, 1120S, trust) and plan opportunities.
• Advise on federal, state, and local tax matters including residency and nexus issues.
• Mentor and develop tax professionals; manage engagement budgets and timelines.
• Drive business development and cross-sell services to clients.

Skills

Active CPA license

Tax planning

Client relationship management

Leadership/mentoring

Project management

Tax research

Communication skills

Education

Bachelor’s degree in Accounting

Master’s in Taxation preferred

Tools

CCH Axcess Tax

Microsoft Office

Job description

Remote position with the need to travel when required.

About Elevate

Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture.

A partner firm of Elevate located in the Dallas/Houston, Texas area is seeking an experienced and highly motivated Tax Manager to join its growing team. This individual will work closely with the Tax Partner and firm leadership to oversee tax engagements, manage client relationships, mentor team members, and support the continued growth of the firm’s individual and business entity tax practice.

This is a high-impact leadership opportunity for a seasoned tax professional with a broad-based tax background who enjoys both compliance and advisory work. The ideal candidate will have strong experience serving high-net-worth individuals, closely held businesses, family offices, and pass-through entities, along with trust and estate tax experience to support clients with wealth transfer, estate planning, and legacy planning needs.

Key Responsibilities

• Lead and support the growth of the firm’s individual, pass-through entity, trust, and closely held business tax practice, with responsibility for client service, team leadership, engagement execution, and practice development.
• Manage and review complex individual, corporate, partnership, S corporation, LLC, and trust tax returns prepared by staff.
• Deliver high-quality tax compliance and advisory services to high-net-worth individuals, construction business owners, insurance agency owners, family offices, and closely held businesses.
• Review complex individual income tax returns, including multi-state filings, K-1 reporting, and related tax planning opportunities.
• Oversee the preparation and review of partnership and S corporation tax returns, including shareholder and partner allocations, basis considerations, and capital account maintenance.
• Advise clients on federal, state, and local tax matters, including pass-through entity taxation, residency and nexus issues, trust and estate taxation, and tax planning strategies.
• Identify tax planning opportunities and provide strategies to help clients manage tax liabilities and support long-term business, succession, estate, and wealth transfer goals.
• Research complex tax issues and provide well-supported recommendations to clients, partners, and internal teams.
• Serve as a primary point of contact for clients, building and maintaining strong professional relationships while delivering exceptional client service.
• Plan and manage multiple tax engagements to meet deadlines while maintaining high-quality standards.
• Manage engagement budgets, staffing, workflow allocation, deadlines, and profitability expectations.
• Drive practice growth through cross-selling opportunities, expansion of services to existing clients, and business development efforts within target industries and communities.
• Recruit, supervise, train, mentor, and develop tax professionals, providing guidance on both technical and professional growth.
• Collaborate with partners, managers, Elevate leadership, and shared services teams to improve processes, leverage technology, and support firm and platform-wide initiatives.

Qualifications

• Active CPA license required.
• Bachelor’s degree in Accounting, Taxation, or a related field required; Master’s in Taxation preferred.
• 8-10 years of recent and progressive public accounting tax experience.
• Strong technical experience with individual, partnership, S corporation, LLC, corporate, and trust tax returns.
• Demonstrated expertise reviewing complex Forms 1040, 1065, 1120S, and trust returns.
• Significant experience serving high-net-worth individuals, family offices, and closely held businesses.
• Trust and estate tax experience preferred, including exposure to wealth transfer and estate planning strategies.
• Construction industry and insurance agency client experience strongly preferred.
• Strong knowledge of federal, state, and local tax compliance and regulations.
• Experience researching complex tax issues and communicating recommendations clearly to clients and internal stakeholders.
• Proven leadership experience coaching, mentoring, supervising, and developing tax professionals.
• Strong client relationship, advisory, and communication skills, with a reputation for delivering exceptional service.
• Excellent analytical, problem-solving, organizational, and project management skills.
• Ability to manage multiple priorities, deadlines, and client relationships in a fast-paced public accounting environment.
• Proficiency in tax software required; CCH Axcess Tax or similar platforms preferred.
• Proficiency with Microsoft Office Suite.

Compensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• Medical, Dental, and Vision plans
• 401(k) plan
• Generous Paid Time Off (PTO), including four weeks of PTO for new hires
• Paid Firm Holidays
• Discretionary Performance Bonus
• Professional development and continuing education opportunities
• Career growth opportunities within the firm and across the broader Elevate platform

Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.