Tax Senior Manager

Tax Senior Manager

Houston, Texas

About the Opportunity

Our client is a well-established, Houston-based private wealth management firm serving successful business owners, executives, and affluent families. Their clients typically have investable assets ranging from $2 million to $10 million, and the firm advises more than 450 client families on financial planning, investments, retirement planning, and wealth management.

To better serve their clients, the firm is expanding its tax services practice and is seeking an experienced Tax Senior Manager to lead tax planning, compliance, and advisory services.

This is not a traditional public accounting role.

There are no billable hour requirements, no business development expectations, and no pressure to build a book of business. Client relationships are established by the firm’s wealth advisors, allowing you to focus on delivering exceptional tax advice while enjoying a sustainable work-life balance.

Position Summary

The Tax Senior Manager will serve as the lead tax professional for a growing private client tax practice. This individual will partner closely with wealth advisors and clients to provide tax planning, tax compliance, and strategic advisory services for privately held business owners, their companies, and family groups.

This opportunity is ideal for an experienced CPA who enjoys technical tax work and client relationships but is looking to step away from the demands of traditional public accounting.

Why Consider This Opportunity?

• No business development or sales expectations
• No requirement to build a personal book of business
• Limited overtime and a manageable workload
• Flexible scheduling and strong work-life balance
• Established client base with sophisticated tax needs
• Collaborative environment alongside experienced wealth advisors
• Opportunity to help build and shape a growing tax practice
• Competitive compensation and comprehensive benefits
• Long-term career growth focused on technical expertise rather than sales

Key Responsibilities

• Manage and review complex individual, trust, partnership, S corporation, and corporate tax returns.
• Provide proactive tax planning for business owners, executives, and high-net-worth families.
• Serve as a trusted tax advisor to clients.
• Collaborate with wealth advisors to integrate tax strategies into clients’ overall financial plans.
• Identify tax-saving opportunities and planning strategies.
• Coordinate with clients, attorneys, CPAs, and other professional advisors.
• Research complex tax issues and communicate recommendations clearly.
• Assist in developing tax processes, procedures, and best practices.
• Mentor and support future tax team members as the practice continues to grow.
• Ensure compliance with federal, state, and local tax regulations.

Ideal Background

This role is well suited for an experienced Tax Manager or Senior Manager in public accounting seeking a better work-life balance, or for an independent tax practitioner interested in joining an established organization with a built-in client base.

The ideal candidate enjoys solving complex tax issues, building trusted client relationships, and focusing on technical excellence rather than business development.

Qualifications

• Active CPA license required.
• 8 years of tax experience, preferably in public accounting.
• Strong experience working with closely held businesses and their owners.
• Experience with partnerships, S corporations, C corporations, trusts, and individual taxation.
• Strong tax planning and advisory experience.
• Ability to manage multiple client engagements simultaneously.
• Excellent communication and relationship management skills.
• Entrepreneurial mindset with an interest in helping build a growing tax practice.

Preferred Qualifications

• Experience serving business owners and high-net-worth families.
• Experience reviewing complex tax returns and leading tax engagements.
• Background in family office, wealth management, or private client services.
• Experience managing an independent tax practice or client portfolio.

Compensation & Benefits

Our client offers a competitive compensation package, including:

• Competitive base salary
• Performance-based incentives
• Comprehensive benefits package
• Flexible work arrangements
• Generous paid time off
• Professional development opportunities
• A long-term career path focused on technical expertise and client impact—not sales quotas

Join the Team

If you enjoy the technical side of tax, value meaningful client relationships, and are ready to leave behind the demands of traditional public accounting, this is an exceptional opportunity to build a rewarding long-term career while maintaining a healthy work-life balance.

Pay: $175,000.00 - $200,000.00 per year

Education:

• Bachelor's (Required)

License/Certification:

• CPA (Required)

Ability to Commute:

• Houston, TX 77024 (Required)

Work Location: Hybrid remote in Houston, TX 77024

Salary : $175,000 - $200,000