Tax Manager

Texas-based Tax Advisory Firm looking for a new Tax Manager

This Jobot Job is hosted by:
Victoria Casal
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $90,000 - $125,000 per year

A bit about us:

Boutique Firm that is Growing!

Why join us?

Be part of a growing, boutique team with significant autonomy and leadership opportunities

• Competitive Base
• Bonus Opportunity
• 401K with Match
• PTO
• Benefits

Job Details

Key Responsibilities

• Tax Compliance & Preparation;
  Lead preparation and review of federal, state, local, and fiduciary tax returns for individuals, businesses, trusts, and estates. Ensure timely and accurate filings aligned with IRS and state/local regulations.
• Proactive Planning & Advisory;
  Develop year-round tax strategies tailored to clients’ financial goals—reducing liabilities while maintaining compliance. Identify credits and deductions for real estate investors, business owners, and high-net-worth individuals.
• Client Engagement & Relationship Management;
  Serve as a trusted advisor, building long-term relationships and delivering transparent, proactive guidance. Respond to client inquiries, support planning initiatives, and streamline data collection processes.
• Process Improvement & Oversight;
  Standardize internal workflows—documentation, controls, tax software usage, and filing protocols.

Mentor and supervise junior team members; review their work and provide technical coaching.

• Cross-Functional Collaboration;
  Work with internal teams (e.g., bookkeeping, accounting, wealth and insurance advisors) to deliver cohesive financial solutions.

Coordinate with external tax professionals as needed, especially for complex or niche client situations.

• Technical Updates & Training;
  Monitor federal and state tax law changes; assess client impact and update internal procedures.

Lead technical training sessions for internal staff.

Qualifications

• Bachelor’s or Master’s degree in Accounting, Finance, or Tax; CPA or equivalent certification is strongly preferred.
• 5+ years of progressive tax experience, ideally in a public accounting firm or tax advisory practice (including real estate or high-net-worth client focus).
• Solid expertise in individual, corporate, partnership, fiduciary, and real estate tax.
• Demonstrated ability in proactive tax planning, utilizing credits and deductions to optimize tax position.
• Proficient in tax software and advanced Excel.
• Strong leadership skills: ability to manage staff and collaborate across teams.
• Exceptional communication skills, with a proactive, client-service mindset.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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