General information
Name
Senior Manager, Tax
Posting Title
Senior Manager, Tax - Private Client
Ref #
2235473
Date Published
Friday, August 1, 2025
City
Houston
State
Texas
Country
United States
Job Category
Tax
Advertised Location
US-TX-Houston
Working time
Full Time
Description & Requirements
The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.
What You Will Do :
- Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters
- Helping in developing, building, and managing client relationships as part of the proposal process
- Participating in networking activities to further expand business opportunities and client relationships.
- Assisting in managing, developing, and coaching professional tax staff
- Reviewing returns prepared by tax associates and seniors
- Effectively delegating responsibilities to others, monitoring efforts of engagement teams
- Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
- Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
Minimum Qualifications :
7+ years of related experience in public accounting, law firm, or trust departmentBachelor's or graduate degree in accounting, finance, or a related fieldCPA license or J.D. degree and bar admissionExperience managing multiple client engagementsPreferred Qualifications :
Master's Degree in related field#LI-HOU
#LI-HF1