Tax Manager

Job Description

We are seeking a multi-talented individual interested in a career in providing family, individual and small business tax compliance services. The firm is an independent, locally owned planning and compliance firm, located in Houston, Texas. We provide objective and unbiased tax compliance and consulting services to high-net-worth individuals, their families, and related entities, such as partnerships/LLCs, S-Corporations and trusts.

Principal roles will include managing a book of business of the firm, overseeing the preparation of tax returns by our associates and seniors, including technical review and signing of annual federal and state tax returns; communication with clients to resolve IRS issues; providing tax savings opportunities, and ensure timely filing and payment of all tax returns and payments.

There is no expectation of your own book of business, as we are growing with new clients each year. You will be the point person for all new clients and will be expected to prepare fee estimates ahead of engagement by the client.

• Minimum of 5-7 years of experience in tax compliance and consulting, preferably with some experience in detail reviewing tax returns and managing a client list.
• CPA certification
• Current PTIN
• Must possess excellent written and oral communication skills
• Must be well organized and manage multiple priorities
• Must be detail oriented
• Must be proficient in use of technology
• Must project professional appearance

• Location:
  
  Houston, Texas near Galleria
• Travel not required
• Hours per week: normally 40 hours per week, with higher expected during busy season
• Benefits include paid overtime, health insurance, 401(K)
• Hybrid schedule with three days in office, two days working at home