Minimum ten years' experience in public accounting, preferably with a regional, national, or multinational firm.
CPA certification required; Master's in Taxation (MST) or similar advanced degree preferred.
Bachelor's degree in Accounting or related field from an accredited university.
Extensive experience in advising on estates, trusts, acquisitions, and business restructurings.
Strong technical knowledge of federal, state, and local taxation, especially for high-net-worth individuals and multi-state issues.
Proven track record as a trusted advisor to business owners and executives.
Demonstrated leadership skills with experience in mentoring tax professionals.
Responsibilities
Lead complex tax engagements from planning to delivery, including preparation and review of various tax returns.
Advise clients on intricate tax matters such as estate planning and strategic transactions.
Research and analyze federal, state, and local tax issues, providing clear solutions.
Collaborate with office leadership to enhance client relationships and service continuity.
Mentor and develop tax professionals, offering technical guidance.
Draft technical memoranda and client communications, liaising with tax authorities.
Promote the use of AI and technology to improve team productivity and client service.
Identify growth opportunities within existing client relationships and contribute to new business development.
Support succession planning by serving as a future leadership resource.
Benefits
Defined pathway toward office leadership and partner-level opportunities.
Hybrid work schedule available in the Sugar Land office.
Full Job Description
Senior Tax Manager
The candidate must have a strong work ethic, exceptional leadership qualities and at least ten years' public accounting experience.
Key Responsibilities:
Lead complex tax engagements from planning through delivery, including the preparation and review of sophisticated business, individual, trust, estate, and multi-state tax returns;
Advise clients on complex tax matters, including estate planning, acquisitions, mergers, restructurings, entity formations, and other strategic transactions;
Research, analyze, and communicate solutions for federal, state, and local tax issues;
Partner with office leadership in transitioning and expanding key client relationships while maintaining continuity of service and trusted advisor status;
Develop and mentor tax professionals while providing technical guidance;
Draft technical memoranda, client communications, and correspondence with tax authorities;
Champion the adoption of AI and technology solutions that enhance team productivity, streamline processes, and elevate client service delivery;
Actively identify growth opportunities within existing client relationships, participate in new business development efforts, and contribute to office revenue growth initiatives;
Support the office's long-term succession planning objectives by serving as a future leadership resource and helping maintain continuity of key client relationships;
The role offers a defined pathway toward office leadership and partner level opportunities for the right candidate.
Qualifications:
Minimum ten years' experience in a regional, national, or multinational public accounting firm;
CPA certification required; Master's in Taxation (MST) or similar advanced degree preferred;
Bachelor's degree in Accounting or a related field from an accredited four-year university;
Significant experience advising clients on estates, trusts, acquisitions, business restructurings, entity planning, and other advanced tax matters;
Strong technical knowledge of federal, state, and local taxation, including flow-through entities, high-net-worth individuals, trusts, and multi-state tax issues;
Proven ability to serve as a trusted advisor to business owners, executives, high-net-worth individuals, and family groups;
Strong leadership skills with a history of mentoring and developing tax professionals;
Experience identifying and developing new business opportunities;
Excellent written and verbal communication skills, including the ability to present technical concepts clearly to clients and colleagues;
Understanding of firm operations, including budgeting, billing, and practice management;
Demonstrated ability to step into complex client situations, build trust quickly, and provide confident technical leadership;
Availability to work in the Sugar Land office on a hybrid schedule.
