Description

Our client is a wealth management firm in Houston is seeking a highly skilled and experienced Tax Manager to join our team. The ideal candidate will have a strong background in individual and family tax returns, as well as expertise in Roth conversions. This role is perfect for a Tax Senior ready to take the next step in their career or an existing Tax Manager looking for a new challenge.

Tax Manager Responsibilities:

Tax Planning and Compliance:

• 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.

Client Relationship Management:

• 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.

Team Leadership and Development:

• 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.

Process Improvement:

• 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

Tax Manager 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.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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