Skip to main content

Senior Tax Manager - High Net Worth

Posted yesterday

creative financial staffingHouston (TX)

SENIORITY

Lead

SALARY

$180,000 - $200,000 per year

Apply (opens in a new tab)

About the role

Senior Tax ManagerSenior Tax Manager - Salary$180K - $200K+ base (flexible based on experience) + bonusSenior Tax Manager - Why This Opportunity Stands OutStep into a high-impact leadership role within a rapidly growing firmServe as a strategic advisor to High Net Worth (HNW) / Private Client Services (PCS) clients with complex, multi-entity structuresOpportunity to influence firm-wide tax strategy, processes, and client experiencePartner cross-functionally with leadership and other service lines to deliver holistic, value-added solutionsClear path to Partner-level progression with strong visibility and business development exposureWork on sophisticated engagements without the unsustainable hours of larger firmsSenior Tax Manager - Key ResponsibilitiesProvide strategic oversight for the firm's most complex tax engagements, including HNW individuals, private clients, and multi-entity structuresAct as a trusted advisor to clients on tax planning, entity structuring, succession planning, and transaction strategyReview highly complex tax returns, ensuring technical accuracy and compliance across federal, state, and local jurisdictionsLead engagement strategy and execution, coordinating with internal teams and external advisorsConduct advanced tax research on complex issues and evolving legislation; translate findings into actionable guidanceServe as a technical leader within the firm, advising on emerging tax matters and regulatory updatesDrive improvements in tax processes, documentation, and quality controlCoach and mentor managers and staff, focusing on leadership development and succession planningBuild and maintain deep client relationships, acting as a long-term strategic partnerCollaborate across service lines (assurance, advisory, client accounting) to deliver integrated solutionsSupport firm growth through business development, including client pitches and proposal developmentRepresent the firm at industry events and networking opportunitiesOversee engagement planning, resource allocation, and team productivity to ensure profitability and client satisfactionSenior Tax Manager - Qualifications 8+ years of tax experience, ideally within public accountingStrong experience with High Net Worth (HNW) / Private Client Services (PCS) clients is requiredCPA license (or eligible) Bachelor's degree in Accounting or related fieldStrong technical expertise in Investment Partnerships and Private EquityDeep knowledge of federal, state, and local tax regulations and their application to complex client scenariosProven track record in strategic tax planning, including entity structuring and transaction advisoryAdvanced proficiency with tax software and research toolsDemonstrated ability to lead and develop teams across multiple engagement levelsExceptional communication skills with the ability to explain complex tax concepts clearlyStrong business acumen with the ability to align tax strategies to client and firm objectivesEB-1537268420

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this