What are the responsibilities and job description for the Tax Director position at Search Masters, Inc.?
Tax Director – Private Client Services (PCS)
Clear Path to Partner | No Private Equity
Location: Houston, Texas, United States (Hybrid)
About the Opportunity
We are seeking an experienced and motivated Tax Director to join a nationally recognized, rapidly growing public accounting and advisory firm within its Private Client Services (PCS) practice.
This is an exceptional opportunity for a tax professional looking to take the next step in their career, with a clear path to Partner and the ability to have a meaningful voice in the firm's future.
The firm is not private equity-backed, offering a collaborative, partner-led culture focused on long-term growth, professional development, and exceptional client service.
The ideal candidate will have strong technical expertise in tax compliance and planning for high-net-worth individuals, privately held businesses, investment partnerships, and trusts and estates, along with a desire to grow into a leadership and partnership role.
Key Responsibilities
- Lead complex tax compliance and planning engagements for high-net-worth individuals, families, trusts, estates, and closely held businesses.
- Serve as a trusted advisor to clients, providing strategic tax planning and wealth preservation solutions.
- Manage and strengthen existing client relationships while delivering exceptional service.
- Mentor and develop tax professionals, fostering technical excellence and professional growth.
- Collaborate directly with Partners and senior leadership on strategic initiatives and practice growth.
- Play an integral role in the continued expansion of the Private Client Services practice.
Qualifications
- Active CPA license required.
- Minimum 9 years of progressive public accounting experience, with a strong focus on Private Client Services.
- Expertise in individual taxation, trusts and estates, partnership taxation, and closely held businesses.
- Demonstrated ability to manage complex client engagements and develop lasting client relationships.
- Strong leadership, communication, and mentoring skills.
- Master's in Taxation or related field preferred.
- Desire to advance into a Partner role.
Why Consider This Opportunity?
- Clear Path to Partner: A genuine opportunity for advancement into firm leadership and partnership.
- No Private Equity: An independent firm focused on long-term success rather than outside investor expectations.
- Have a Voice: Work directly with leadership and influence decisions that shape the practice.
- Collaborative Culture: A supportive, relationship-driven environment where professionals are valued.
- Established Client Base: Opportunity to focus on serving and expanding existing client relationships.
- Work-Life Balance: A firm that values professional success alongside personal well-being.
Ready for the next step in your career?
If you're an experienced Tax Director seeking a clear path to Partner, greater influence, and a collaborative culture without private equity involvement, let's connect for a confidential conversation.
Salary : $225,000 - $275,000