Tax Manager

Over the years, we have become a fee-only, Registered Investment Advisor (RIA), formally putting an end to its broker-dealer affiliation. This shift enabled the firm to better serve clients and position the firm for long-term growth. The firm has continued to expand its range of client services, including the addition of in-house tax preparation and filing services in 2019.

We are looking to hire a Tax Manager to join our team!

Are you interested?

What you will be doing:

• Collaborate with tax team to implement the continuously-expanding vision of the tax department of our firm.
• Review individual, trust, estate, S corporation, partnership, and state returns prepared by our team of tax professionals.
• Participate in high-level client-interfacing activities targeted to build lasting client relationships.
• Interface with tax team to manage tax compliance and year-round tax planning.
• Perform tax projections for clients in close coordination with the Wealth Management advisors.
• Consult on client cases as the in-house expert for tax projections throughout the year when optimizing Roth conversions, selling real estate, and other tax sensitive situations.
• Build models for running different tax scenarios for specific client-related situations.
• Identify and implement procedures to mitigate inefficiencies in the Tax Compliance function.
• Support in-house marketing efforts by writing educational articles that are pertinent to clients and prospective clients.
• Participate in recruiting at Texas universities for tax interns.
• Work closely with tax interns in their professional development.
• Expect longer hours during tax season with lots of flexibility throughout the rest of the year.

You should know some of the following:

• CPA
• Public Accounting
• Individual, trusts and small business returns
• HNW