Tax Practice Leader: Mentorship, Strategy & Client Impact

Jobtailor; Baytown (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Jobtailor in Texas is seeking a Senior Tax Manager to lead and grow a tax team, delivering expert guidance on federal individual, fiduciary, and small business returns. You will work with wealth advisors on integrated planning and review complex tax filings to ensure client satisfaction.

The role emphasizes process improvement, cross-functional collaboration, and proactive client communications. A CPA license, potentially an MBA or Master’s in Taxation, and 5–10 years of public accounting

Qualifications

• Active CPA license required.
• Master’s Degree in Taxation and MBA preferred.
• 5–10 years of public accounting experience focused on federal individual, fiduciary, and small business tax returns.
• Experience preparing C-Corp, S-Corp, and partnership tax returns.
• 2+ years of management experience in a CPA or tax practice.
• Demonstrated ability to grow and develop associates.
• Excellent communication and teamwork.
• Strong analytical skills.
• Proficiency in Microsoft Office.
• Up to 5% travel.

Responsibilities

• Lead and mentor a team of tax professionals, providing technical guidance and growth opportunities.
• Collaborate with wealth advisors on integrated tax and financial planning strategies.
• Provide proactive tax advice directly to clients.
• Review and sign complex individual, fiduciary, and small business tax returns.
• Coordinate quarterly estimates, projections, and year-end tax planning.
• Improve tax department processes, technology adoption, efficiency, and client experience.
• Lead special projects and cross-functional firm-wide initiatives.
• Prepare client communications, technical memos, and planning documents.
• Foster collaboration between tax and wealth teams and help shape organizational culture.

Skills

Team Leadership

Mentoring

Communication

Analytical Skills

Problem-Solving

Education

CPA License

Master’s Degree in Taxation

MBA

Tools

Microsoft Office

Job description

Jobtailor in Texas is seeking a Senior Tax Manager to lead and grow a tax team, delivering expert guidance on federal individual, fiduciary, and small business returns. You will work with wealth advisors on integrated planning and review complex tax filings to ensure client satisfaction.

The role emphasizes process improvement, cross-functional collaboration, and proactive client communications. A CPA license, potentially an MBA or Master’s in Taxation, and 5–10 years of public accounting