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Job description
Roles and Responsibilities
Lead and mentor a team of tax professionals, providing technical guidance and growth opportunities
Collaborate with wealth advisors on integrated tax and financial planning strategies
Provide proactive tax advice directly to clients
Review and sign complex individual, fiduciary, and small business tax returns
Coordinate quarterly estimates, projections, and year-end tax planning
Improve tax department processes, technology adoption, efficiency, and client experience
Lead special projects and cross-functional firm-wide initiatives
Prepare client communications, technical memos, and planning documents
Foster collaboration between tax and wealth teams and help shape organizational culture
Requirements
Active CPA license is required
Master’s Degree in Taxation or MBA preferred
5–10 years of recent public accounting experience focused on federal individual, fiduciary, and small business tax returns
Experience preparing C-Corp, S-Corp, and partnership tax returns
2 or more years of management experience in a CPA or tax practice
Demonstrated ability to grow and develop associates
Ability to deliver quality work under tight timeframes
Excellent communication skills and ability to be a team player
Strong analytical skills
Proficiency in Microsoft Office
Up to 5% travel
Core Competencies
Demonstrates expertise in tax planning and compliance, with a strong focus on federal individual, fiduciary, and small business tax returns. Proven leadership in mentoring tax professionals and enhancing departmental efficiency through technology adoption and process improvement.
Highest-signal resume keywords
Active CPA License
Public Accounting Experience
Management Experience
Tax Return Preparation
Analytical Skills
Hard Skills
Tax Planning
Tax Compliance
C-Corp Tax Returns
S-Corp Tax Returns
Partnership Tax Returns
Quarterly Estimates
Year-End Tax Planning
Technical Memos
Client Communications
Process Improvement
Soft Skills
Team Leadership
Communication Skills
Collaboration
Mentoring
Problem-Solving
Certifications & Qualifications
CPA License
Master’s Degree in Taxation
MBA
Industry Keywords
Public Accounting
Tax Returns
Wealth Management
Fiduciary Tax
Client Experience
Tools & Technologies
Microsoft Office
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Worksite address
baytown, TX, 77522, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.