Tax Senior II

Overview

This role is for a Tax Senior II who provides high-level client service in a collaborative environment. The organization is seeking a well-rounded tax professional with public accounting experience who is comfortable managing multiple engagements, preparing complex returns, and supporting clients through practical, proactive tax and assurance work.

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

Responsibilities

• Deliver high-level tax and client service across multiple engagements at a time
• Prepare complex tax returns
• Review smaller tax returns
• Work directly with business owners to support key financial decisions, including:
  • Tax planning
  • Assurance
  • Transaction support
  • Succession planning
  • Long-term strategy
• Communicate clearly with clients and build strong, ongoing relationships
• Thrive in a collaborative team setting while managing your own schedule with minimal micromanagement
• Contribute to a relationship-driven approach to help clients make informed decisions and create long-term value

Requirements

• 3-5 years of tax experience in public accounting
• Experience at a mid-size firm (40+ FTE)
• Strong background serving privately held businesses and their owners
• Ability to manage multiple engagements simultaneously while preparing complex returns
• Comfortable reviewing smaller returns
• EA credential or CPA preferred
• Experience interacting with clients and communicating clearly

Preferred Qualifications

• Gift tax and non-profit experience (a plus, but not required)

Compensation & Benefits

Not specified in the provided description.

Location

Remote / hybrid options available.

• You do not need to be based in the Houston, TX area to apply.
• Local candidates are encouraged.