Tax Manager

Job Overview

Texas-based Tax Advisory Firm looking for a new Tax Manager. Salary range: $90,000.00 per year – $ per year. This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Boutique firm that is growing!

Be part of a growing, boutique team with significant autonomy and leadership opportunities.

• Competitive Base
• Bonus Opportunity
• 401K with Match
• PTO
• Benefits

• Tax Compliance & Preparation;
  Lead preparation and review of federal, state, local, and fiduciary tax returns for individuals, businesses, trusts, and estates. Ensure timely and accurate filings aligned with IRS and state/local regulations.
• Proactive Planning & Advisory;
  Develop year‑round tax strategies tailored to clients’ financial goals—reducing liabilities while maintaining compliance. Identify credits and deductions for real estate investors, business owners, and high‑net‑worth individuals.
• Client Engagement & Relationship Management;
  Serve as a trusted advisor, building long‑term relationships and delivering transparent, proactive guidance. Respond to client inquiries, support planning initiatives, and streamline data collection processes.
• Process Improvement & Oversight;
  Standardize internal workflows—documentation, controls, tax software usage, and filing protocols.
• Mentor and supervise junior team members; review their work and provide technical coaching.
• Cross‑Functional Collaboration;
  Work with internal teams (e.g., bookkeeping, accounting, wealth and insurance advisors) to deliver cohesive financial solutions.
• Coordinate with external tax professionals as needed, especially for complex or niche client situations.
• Technical Updates & Training;
  Monitor federal and state tax law changes; assess client impact and update internal procedures.
• Lead technical training sessions for internal staff.

• Bachelor’s or Master’s degree in Accounting, Finance, or Tax; CPA or equivalent certification is strongly preferred.
• 5+ years of progressive tax experience, ideally in a public accounting firm or tax advisory practice (including real estate or high‑net‑worth client focus).
• Solid expertise in individual, corporate, partnership, fiduciary, and real estate tax.
• Demonstrated ability in proactive tax planning, utilizing credits and deductions to optimize tax position.
• Proficient in tax software and advanced Excel.
• Strong leadership skills ability to manage staff and collaborate across teams.
• Exceptional communication skills, with a proactive, client‑service mindset.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.