Tax Manager for High-Net-Worth Wealth Growth

Mission Wealth; Houston (TX); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) / Profit sharing

Volunteer time off

Wellness program

Educational reimbursement

Job summary

Mission Wealth is seeking a Tax Manager to lead tax work for high-net-worth clients, including income, trust, and gift tax returns. You’ll collaborate with tax and advisory teams to implement tailored strategies and ensure superior client service.

The ideal candidate has CPA credentials, 8+ years in tax, and a passion for mentoring junior staff while delivering accurate, timely results in a fast-paced environment.

Qualifications

• 8+ years of proven tax accounting experience; previous experience preparing tax returns required.
• CPA required
• Experience providing client-centric tax consulting to high-net-worth clients
• Strong research capabilities related to technical matters for complex tax needs and updates to regulations
• Mastery of various tax compliance software products
• Highly effective interpersonal, relationship management, and communication skills
• Excellent organizational and time management skills in a high-energy culture to manage priorities
• Demonstrated talent development experience, training new staff, and mentoring interns
• Advanced understanding of trust taxation
• Strong attention to detail

Responsibilities

• Review and prepare income, trust, and gift tax returns.
• Work with clients and advisory teams to implement tax strategies aligned with client goals.
• Manage client relationships and retention; ensure deadlines and inquiries are addressed.
• Create and present strategic tax planning solutions for high-net-worth clients.
• Assist clients with tax questions, proformas, estimates, and projections.
• Review tax returns for accuracy and compliance.
• Mentor and train tax associates; support continuing education.
• Oversee guidance on federal and multi-state tax matters.

Skills

Tax accounting

CPA

Client consulting

Research

Tax software

Interpersonal skills

Attention to detail

Mentoring

Trust taxation

Time management

Education

CPA certification

Tools

Tax software

Job description

Mission Wealth is seeking a Tax Manager to lead tax work for high-net-worth clients, including income, trust, and gift tax returns. You’ll collaborate with tax and advisory teams to implement tailored strategies and ensure superior client service.

The ideal candidate has CPA credentials, 8+ years in tax, and a passion for mentoring junior staff while delivering accurate, timely results in a fast-paced environment.