Tax Manager

Overview

This role is for a Tax professional at the Manager level, focused on delivering high-level client service, leading engagements, and thriving in a collaborative team environment. The team supports entrepreneur-led businesses through tax planning, assurance, transaction support, succession planning, and long-term strategy—pairing technical expertise with a relationship-driven approach.

Responsibilities

• Deliver high-level tax services to clients in a client-facing, relationship-driven role
• Lead tax engagements with confidence
• Manage multiple engagements simultaneously
• Review tax returns and deliver quality work product
• Mentor and support junior staff
• Oversee preparation/review of business returns, personal returns, trusts, and related tax needs
• Communicate clearly with clients and business owners to solve problems proactively

Requirements

• At least 5+ years in a Manager role with tax experience in public accounting
• Experience at a mid-size firm (40+ FTE)
• Strong background serving privately held businesses and their owners
• Comfortable managing multiple engagements, reviewing returns, and mentoring junior staff
• EA credential required; CPA preferred
• Demonstrated client-facing leadership, including the ability to build relationships and communicate clearly
• Ability to balance leadership responsibilities with hands-on work when needed

Preferred Qualifications

• CPA preferred

Location

• Remote/hybrid options are available.
• You do not need to be based in the Houston, TX area to apply, but local candidates are encouraged.
• Local candidates are encouraged.