Tax Manager

Tax Manager with a clear route to Partner

Plano, TX

Many Partner track roles sound attractive on paper but fall apart when you ask for specifics. Timelines blur. Decisions move. Responsibility is delayed.

This opportunity is far more deliberate.

This independent CPA firm in Plano is hiring a Tax Manager as part of a planned succession strategy tied to a known Partner retirement over the next three to five years. The intent is clear from the outset: early leadership exposure, a defined path to equity and the chance to build a long term future within a respected, relationship driven firm.

Progression is structured, transparent and actively supported. You are not waiting for permission or timing to align. You are preparing for ownership with purpose.

Why this role stands out

• A clearly defined succession plan with a visible route to Partner and equity
• A stable, people focused culture with excellent retention and long standing client relationships
• Summer Fridays in June and July, creating a genuine four day working week through the summer
• Early and meaningful involvement with the Partner group and firm leadership
• A long established practice with strong roots in the Plano community

Your role

• Leading tax compliance and planning across individuals, partnerships, corporations, trusts and owner managed businesses
• Managing, reviewing and developing staff and senior team members
• Building trusted relationships with key clients and acting as a primary advisor
• Contributing to firm strategy, leadership decisions and the ongoing client experience
• Developing the skills, presence and influence required for future equity and ownership

Who this suits

• A CPA currently operating at Tax Manager level
• Someone seeking genuine progression with clarity rather than open ended promises
• A relationship led professional who enjoys mentoring and developing others
• A person who values balance, stability and long term growth

This role is ideal for someone ready to step beyond delivery and into leadership, while maintaining a sustainable working rhythm and strong client relationships.

If you want a Partner pathway that is planned, supported and realistic, this is one of the most compelling succession opportunities currently available in the Plano market

How to apply (without the fuss)

Most people overthink job ads. You don’t need 100% of the bullets to start a conversation.

If this sounds right, apply. The button isn’t a marriage proposal, it’s a conversation starter.

Prefer the human touch? Call me: 972-807-7244.

If Linked In hides it, I’m Alex Alcock (Distinct). I’m around from 6am CST and after 5pm CST.

Sitting at ~87% of the spec? Perfect. Apply anyway. The CPA firms I partner with want interesting people, not corporate clones.

Don’t overthink it. Worst case, we have a useful chat about your next step.

Best case? You’ve just found the last firm you’ll need for a long time.