Our client is a consultative tax firm focused on adding value. Many of it’s professionals are CFP’s and trusted partners and advisors to their clients. This company has a strong foothold in Houston culture and has been active in our market for over 30 years. This Tax Manager opening is a pure addition to the team due to growth over the last five years.

Why work here?

• A unique tax role blended with finance and asset management
• Beautiful office within the loop
• Tax planning, creative thinking, research opportunities abound
• Multiple awards such as “2019 Best-In-State Wealth Advisors”

Brief overview – Tax Manager

• Manage and execute tax strategy and planning for a variety of clients
• Ensure compliance with changing tax laws and provide a road map to clients
• Meet face to face with clients, develop relationships, grow business
• Review various tax returns and ensure compliance

Preferences – Tax Manager

• CPA preferred
• CFP preferred
• Bachelors in Accounting or Finance preferred
• 5+ years of Tax experience (individuals, trust, partnerships, estates and Scorp)