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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 department 
  • Bachelor's or graduate degree in accounting, finance, or a related field 
  • CPA license or J.D. degree and bar admission 
  • Experience managing multiple client engagements 

Preferred Qualifications: 
  •  Master’s Degree in related field

 
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