Tax Manager / Senior Tax Accountant
$135,000–$150,000 year
On-siteSan Antonio, Texas, United States
Job Summary
Manage and review complex federal and state tax returns for individuals, partnerships, S-Corporations, trusts, and closely held businesses. Serve as a primary point of contact for clients, providing proactive tax planning and advisory services to high-net-worth individuals and business owners. Review tax work prepared by staff and senior accountants, ensuring accuracy and compliance, while researching and resolving complex tax issues. Mentor, train, and develop tax professionals to foster a collaborative team environment. Collaborate closely with firm leadership on client retention, business development, and operational improvements. Stay current on tax laws, regulations, and industry trends impacting clients.
Required Qualifications
- Active CPA license
- Bachelor's degree in Accounting
- Minimum of 5 recent years of experience in a Tax Manager role
- Experience within a Professional Services, Family Office, Wealth Management, or related advisory environment
- Proven experience managing client relationships and serving in a consultative capacity
- Strong technical tax knowledge across individual and business taxation
- Demonstrated leadership experience with the ability to mentor and develop staff
Desired Qualifications
- Experience within a Professional Services, Family Office, Wealth Management, or related advisory environment strongly preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.