Tax Manager - Grapevine, TX

Sivad Consulting; Grapevine (TX); Vor Ort; USD 125.000 - 230.000; Vollzeit

Zusammenfassung

Sivad Consulting is seeking an experienced Tax Manager in Grapevine, TX to deliver year-round tax planning and strategic advisory for high-net-worth clients and business owners. You will be the primary contact for your assigned client portfolio, guiding tax strategies and client experience.

In this fast-paced environment, you will partner with senior advisors, prepare and review complex federal and state returns, and identify proactive opportunities.

Qualifikationen

• Active CPA or EA designation required.
• 4+ years tax experience with high-income individuals or small business owners.
• Experience with S-Corporations, Partnerships, Real Estate, Investments.
• Ability to explain complex tax strategies in simple terms.
• Self-directed in a fast-paced, entrepreneurial environment.

Aufgaben

• Manage a portfolio of high-net-worth individuals and business clients.
• Execute proactive, year-round tax planning alongside senior advisors.
• Prepare and review complex federal and state tax returns.
• Participate in client meetings, quarterly reviews, and monthly sessions.
• Identify tax-planning opportunities and communicate recommendations.
• Stay current on federal/state tax law changes and their impact.
• Build long-term relationships with clients.
• Own client relationships and tax strategy outcomes.
• Focus on strategic tax planning, not just compliance.

Kenntnisse

Tax planning

Client relationship mgmt

Communication

Analytical thinking

Self-driven

Ausbildung

CPA or EA designation

Jobbeschreibung

Tax Manager – Grapevine, TX

Salary - $125,000 - $230,000 (Based on Experience)

Seeking an experienced Tax Manager who wants to do more than simply prepare tax returns. This role focuses on year-round tax planning, strategic advisory, and client relationship management. You will work directly with high-income individuals and business owners, serving as the primary point of contact for an assigned client portfolio and helping identify and execute proactive tax strategies.

Responsibilities

• Manage a portfolio of high-net-worth individual and business clients.
• Execute proactive, year-round tax planning strategies alongside senior advisors.
• Prepare and review complex federal and state tax returns.
• Participate in client meetings, quarterly reviews, and monthly client sessions.
• Identify tax-planning opportunities and clearly communicate recommendations to clients.
• Stay current on federal and state tax law changes and assess their impact on clients.
• Build strong, long-term relationships with clients.
• Take ownership of client relationships, tax strategy, and overall outcomes.

• Focus on strategic tax planning, rather than compliance alone.

Requirements

• Active EA or CPA designation required.
• 4+ years of tax experience, ideally working with high-income individuals or small business owners.
• Strong understanding of complex tax structures, including:
• Experience with S-Corporations, Partnerships, Real Estate, Investments
• Strong communication skills with the ability to explain complex tax strategies in simple, easy-to-understand language.
• Self-directed and comfortable working in a fast-paced, entrepreneurial environment
• Strong analytical, problem-solving, and client-management skills.
• Experience with oil & gas or investment structures is a plus.