Tax Manager - High-Net-Worth Tax Strategy Leader

Mission Wealth Management LP; Lisle (IL); On-site; USD 180,000 - 220,000; Full time

Job summary

Mission Wealth Management LP in Houston, TX is seeking a Tax Manager to lead tax strategy and compliance for high-net-worth clients. You will review income, trust, and gift tax returns and collaborate with advisory teams to implement tax plans aligned with client goals.

The ideal candidate holds a CPA and has 8+ years of tax accounting experience, with strong research, client-centric consulting, and mentoring skills within a dynamic wealth management 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 directly with clients and advisory teams to implement tax strategies for clients that align with goals.
• Mentor and train tax associates.
• Review federal and multi-state individual, gift, and trust income tax returns.
• Manage consulting and tax projects.
• Commitment to continuing education and professional development.

Skills

Tax accounting

Client consulting

Tax research

Tax software

Communication

Time management

Mentoring

Attention to detail

Education

CPA certification

Tools

Tax software suites

Job description

Mission Wealth Management LP in Houston, TX is seeking a Tax Manager to lead tax strategy and compliance for high-net-worth clients. You will review income, trust, and gift tax returns and collaborate with advisory teams to implement tax plans aligned with client goals.

The ideal candidate holds a CPA and has 8+ years of tax accounting experience, with strong research, client-centric consulting, and mentoring skills within a dynamic wealth management environment.