Senior Tax Manager

Search Services · Houston, United States

A Houston-based wealth management firm is seeking an experienced Tax Manager or Senior Tax Manager to help build and lead an in-house tax offering for its established client base.

This is an ideal opportunity for a CPA coming out of public accounting who enjoys complex tax work but is ready for a better quality of life.

The firm serves successful business owners, executives, and family groups and has a built-in client base that regularly needs sophisticated tax planning and compliance support. The role will focus on serving existing clients rather than generating new business.

Why This Role Is Different

• Not public accounting
• No requirement to build or bring a book of business
• Limited overtime and a more predictive schedule
• Flexibility and autonomy
• Strong work/life balance
• Competitive compensation and benefits
• Opportunity to help shape a growing tax function

Responsibilities

• Review and manage complex individual, partnership, S corporation, C corporation, trust, and family group tax returns
• Provide proactive tax planning for business owners and high-net-worth individuals
• Work closely with financial advisors to integrate tax strategies into broader planning
• Serve as a trusted tax resource for clients
• Research tax issues and communicate recommendations clearly
• Help develop processes and best practices as the tax offering grows

Qualifications

• Active CPA required
• 8+ years of tax experience preferred
• CPA firm experience required
• Strong experience with business owners, closely held companies, and high-net-worth individuals
• Ability to manage complex tax work independently

This could be a great fit for a public accounting Tax Manager or Senior Manager who still enjoys the technical work but is ready to leave behind the grind, heavy overtime, and pressure to sell.

A solo practitioner interested in joining an established platform with a built-in client base may also be a strong fit.