A well-established financial planning firm in mid-town Houston is seeking a Tax Senior with 2+ years of experience in PCS or UHNW families. This role blends public accounting with a comprehensive approach to tax planning. Our tax team consults with clients and collaborates with our experts in financial planning to provide year-round tax strategies for optimal tax reduction. Enjoy a balanced work-life schedule with significantly fewer hours during tax season and throughout the year.

Compensation: $ 90-105K, plus bonus, including free healthcare benefits (for family), generous PTO, and a great culture.

Delayed Start date for those coming out of public accounting

Requirements:

• CPA license required.
• Bachelor’s degree required; Master’s degree in Accountancy preferred.
• Experience as a tax senior at a reputable CPA firm.
• Two 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!