Tax Manager – Central Houston

An established financial planning firm in Central Houston seeks an experienced Tax Manager to join our team. This role offers a unique opportunity to blend public accounting expertise with a long-term, personalized approach to tax planning, focusing on Private Client Services (PCS) and Ultra High Net Worth (UHNW) families.

As part of our tax team, you’ll work closely with clients and collaborate with our financial planning experts, delivering comprehensive, year-round tax strategies that help optimize lifetime tax outcomes. This role provides a balanced schedule with significantly fewer hours during tax season and throughout the year.

Compensation: $115-145K, including family healthcare benefits, generous PTO, and a supportive, collaborative culture. Delayed start date available for those currently in public accounting.

Requirements:

• CPA license required.
• Bachelor’s degree required; Master’s in Accountancy preferred.
• 5+ years of public accounting experience, focusing on individual, trust, and small business returns.
• Preferred familiarity with forms such as 5471, 3520, 3520-A, 8865, and 8885.
• Strong technical and interpersonal skills.

Benefits:

• Flexible work environment with a mix of remote and in-office options.
• Collaborative, supportive team culture.
• Opportunities for career growth and professional development.
• Autonomy and rewarding work that has a lasting impact.

Take the next step in your career with us. Apply today for immediate and confidential consideration!