An established financial planning firm in Central Houston is seeking a Tax Manager with over 5 years of experience in PCS or working with UHNW families. This unique role blends aspects of public accounting with a comprehensive, lifetime approach to tax planning. Our tax team regularly consults with clients and collaborates with our expert wealth management team to provide year-round tax planning to optimize lifelong tax mitigation. Enjoy significantly fewer hours during tax season and throughout the year.

Compensation: $115-145K, including free healthcare benefits (for family), generous PTO, and a great culture. Delayed Start date for those in Public Accounting

Requirements:

• CPA license required.
• Bachelor’s degree required; Master’s degree in Accountancy preferred.
• Experience as a tax manager at a reputable CPA firm.
• Five or more years of public accounting experience focusing on individual, trust, and small business returns.
• Preferred experience with Forms 5471, 3520, 3520-A, 8865, and 8885.
• Preferred experience in state tax preparation.
• Strong technical and interpersonal skills.

What We Offer:

• Flexibility to work from home or in the office, except for required client and department meetings.
• Collaborative, positive teammates.
• Non-toxic, positive company culture.
• Career development and advancement opportunities.
• Autonomy in your role.
• Professional development options.
• Rewarding work that matters.

Join us and make a meaningful impact with your expertise!

Apply for immediate and confidential Consideration.