Tax Manager

Texas-based Tax Advisory Firm looking for a new Tax ManagerThis Jobot Job is hosted by: Victoria CasalAre you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.Salary: $90,000 - $125,000 per yearA bit about us:Boutique Firm that is Growing!Why join us?Be part of a growing, boutique team with significant autonomy and leadership opportunities

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

Job DetailsKey Responsibilities

• 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.Qualifications

• 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.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button._{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.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy}