Title: Tax Manager
Location: Houston, Texas (Hybrid - 2 days/ week)
Firm Type: Privately owned, mid‑size CPA firm
About Us
We are a respected, Houston‑based CPA firm with a growing client base including closely held businesses, partnerships, high‑net‑worth individuals, nonprofits, and corporations. Our culture emphasizes technical excellence, integrity, work/life balance, and professional growth. As we continue to expand our services and deepen client relationships, we are seeking a Tax Manager who will play a key leadership role in our tax department.
What You’ll Be Doing
As Tax Manager, you will:
- Oversee and manage a portfolio of tax engagements—federal, state, and local—including individual, corporate, partnership..
- Perform tax planning and advisory work: estimate tax liabilities, identify optimization opportunities, prepare projections, and advise clients on tax‑efficient strategies.
- Lead the review process: ensure all tax returns and related deliverables meet high quality, accuracy, and regulatory compliance standards.
- Supervise, mentor, and train staff (senior associates, associates, tax preparers), delegating work appropriately and fostering professional growth.
- Help manage client relationships: be a point of contact for clients, respond to inquiries, maintain ongoing communication, and ensure client satisfaction.
- Manage deadlines and workflows: plan engagements, allocate resources, monitor status, ensure timely filings, and escalate issues.
- Conduct tax research on complex or emerging issues, interpret new regulations, and develop memos or guidance for internal and client use.
- Assist firm leadership in business development and growth of the tax practice: e.g., preparing proposals, helping identify new service opportunities, possibly participating in networking.
- Contribute to improving departmental processes, including use of technology, software tools, and efficient workflow practices.
What We’re Looking For
Required Qualifications
- CPA license in good standing.
- Bachelor’s degree in Accounting, or related field (Master’s in Tax/Accounting is a plus).
- Minimum 4 years of experience in public accounting tax work, with progressive responsibility; at least 2 years in a supervisory or review role.
- Strong technical knowledge: federal, state, and local tax laws; experience with a variety of entity types (corporations, partnerships, etc.).
- Proven ability to manage multiple engagements, meet deadlines, and work under pressure.
- Excellent communication skills, both written and verbal; ability to explain complex tax issues clearly to clients and staff.
- Strong leadership skills and ability to mentor/inspire a team.
- High attention to detail, strong analytical skills, and integrity.
Preferred/Plus
- Experience with Real Estate/Oil & Gas a major plus
- Strong client advisory / planning experience.
- Familiarity with technology tools for tax research, compliance, and workflow management.
What We Offer
- Competitive salary commensurate with experience ($140K-$165K).
- Bonus potential based on performance.
- Full benefits: health, dental, vision, retirement / 401(k).
- Paid time off plus holidays - up to 7 weeks
- Professional development support (CPE, conferences, etc.).
- Supportive, collegial work environment with opportunity to take ownership and grow.
- A firm that values work/life balance, with flexibility during non‑peak periods.
If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com
To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/