Tax Manager, Robert Half

Tax Manager

Robert Half

Location:

United States, Houston

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

Our client, a wealth management firm in Houston, is seeking a highly skilled and experienced Tax Manager. The role focuses on individual and family tax returns, Roth conversions, team leadership, and client relationship management. Applicants must be CPA or EA certified and have expertise in tax planning, compliance, and team management.

Job Responsibility:

Review individual and family tax returns ensuring accuracy and compliance with federal and state tax laws
Conduct Roth conversion analysis and implement strategies for clients
Advise clients on tax planning strategies to minimize tax liabilities and maximize financial outcomes
Stay updated on changes in tax regulations and ensure compliance across all client accounts
Build and maintain strong relationships with clients, providing exceptional service and support
Conduct regular meetings with clients to discuss tax strategies, financial goals, and investment opportunities
Respond to client inquiries and provide timely and accurate tax-related information
Lead and mentor a team of tax professionals, providing guidance and support to ensure high-quality work and professional growth
Review and supervise the work of junior staff, ensuring accuracy and adherence to company standards
Assist in the recruitment and training of new team members
Identify opportunities to improve tax processes and procedures, enhancing efficiency and accuracy
Implement best practices for tax preparation, review, and filing
Collaborate with other departments to ensure a seamless and integrated client experience

Requirements:

Bachelor’s degree in Accounting, Finance, or a related field
CPA or EA required
Minimum of 3-5 years of experience in tax preparation and planning, with a focus on individual and family returns
Demonstrated experience with Roth conversions
Strong understanding of federal and state tax laws and regulations
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills, with the ability to build and maintain client relationships
Proven leadership abilities and experience managing a team
Proficiency in tax software and Microsoft Office Suite

What we offer:

Medical, vision, dental, and life and disability insurance
401(k) plan eligibility for contract/temporary professionals
Free online training

Additional Information:

Job Posted:

March 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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