About the job:
Tax Manager - Grapevine, TX Tax Manager - Grapevine, TXSalary - $125,000 - $230,000 (Based on Experience) Seeking an experienced Tax Manager who wants to do more than simply prepare tax returns. This role focuses on year-round tax planning, strategic advisory, and client relationship management. You will work directly with high-income individuals and business owners, serving as the primary point of contact for an assigned client portfolio and helping identify and execute proactive tax strategies.
Responsibilities:
Manage a portfolio of high-net-worth individual and business clients. Execute proactive, year-round tax planning strategies alongside senior advisors. Prepare and review complex federal and state tax returns. Participate in client meetings, quarterly reviews, and monthly client sessions. Identify tax-planning opportunities and clearly communicate recommendations to clients. Stay current on federal and state tax law changes and assess their impact on clients. Build strong, long-term relationships with clients. Take ownership of client relationships, tax strategy, and overall outcomes. Focus on strategic tax planning, rather than compliance alone.
Requirements:
Active EA or CPA designation required. 4+ years of tax experience, ideally working with high-income individuals or small business owners. Strong understanding of complex tax structures, including: Experience with S-Corporations, Partnerships, Real Estate, Investments Strong communication skills with the ability to explain complex tax strategies in simple, easy-to-understand language. Self-directed and comfortable working in a fast-paced, entrepreneurial environment Strong analytical, problem-solving, and client-management skills. Experience with oil & gas or investment structures is a plus.
