Tax Manager

Looking to hire a Tax Manager - HYBRID/REMOTE options!

  • Houston, TX
  • $100,000 - $145,000
  • Managed by Jobot Pro: Alicia Blake
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A bit about us:

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?

Why join us?

  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
  • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.
  • 10 paid holidays and 15 PTO days to use at your discretion.
  • Employer paid Health/Dental/Vision insurance premiums for individuals and families.
  • Employer HSA contributions
  • Employer paid Life and Long-Term Disability

Job Details

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
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Houston, TX
Job Type
$100,000 - $145,000