Tax Manager

About the role

Lifetime Tax Advisors is part of Lifetime Cos., an à la carte family office providing comprehensive wealth management, tax advisory, and insurance services. Our core focus is simple: We love being trusted advisors as we navigate the complexities of our clients' success. We operate using the Entrepreneurial Operating System (EOS), creating clear accountability, systematic execution, and a team working toward shared goals.

Responsibilities

• Own a portfolio of approximately 50–100 clients as their primary trusted advisor
• Work with high-net-worth individuals, business owners, entrepreneurs, and multi-entity organizations
• Translate complex tax issues into clear, actionable recommendations
• Proactively identify tax planning opportunities rather than waiting for clients to ask
• Understand clients' short- and long-term goals and help them plan accordingly
• Navigate difficult or sensitive client conversations with confidence and professionalism
• Build relationships that extend well beyond annual filing season
• Handle complex individual, partnership, corporate, and multi-entity tax situations
• Apply federal tax regulations and reporting requirements, including international considerations for U.S. persons
• Review returns prepared by staff for accuracy and planning opportunities
• Advise on entity structures, real estate taxation, multi-state exposure, and other sophisticated tax matters
• Stay current on tax law changes and proactively communicate their impact
• Represent clients before the IRS when necessary
• Train, supervise, mentor, and develop tax professionals
• Provide technical guidance and maintain quality standards across client work
• Manage multiple client projects and priorities simultaneously
• Support business restructurings and transaction implementation
• Identify inefficiencies and help improve workflows
• Document successful processes so they can be replicated across the organization
• Help Lifetime continue evolving from traditional compliance into proactive advisory relationships
• Collaborate with Lifetime's Wealth Management and Insurance teams
• Identify opportunities to provide greater value across the broader client relationship
• Contribute ideas that improve how the Tax division operates and serves clients

Requirements

• CPA, EA, Attorney, or equivalent professional credential with the ability to represent clients before the IRS and sign tax returns
• 6–8+ years of progressive income tax experience
• Public accounting or professional services background
• Experience with complex individual, business entity, partnership, and/or multi-entity taxation
• Experience directly owning relationships with high-net-worth individuals and business owners
• Strong knowledge of federal tax policy, regulations, compliance, and reporting requirements
• Ability to lead and develop team members
• Ability to manage multiple complex projects and priorities independently
• Strong written and verbal communication skills
• Proficiency with professional tax software such as UltraTax, Lacerte, CCH, or similar
• Based in the DFW area or willing to relocate to the Rockwall area

Qualifications

• Experience advising founders, entrepreneurs, and other non-tax professionals
• Real estate professional status and passive activity loss expertise
• Estate, trust, and gift tax experience
• Multi-state tax experience
• Corporate, partnership, and/or international tax compliance
• ASC 740 experience
• Combination of public accounting and industry experience
• TaxDome or similar practice management experience
• Accounting proficiency with QuickBooks, Sage, ResMan, Xero, or similar
• Strong project management and process improvement experience

Benefits

• Generous performance-based bonus structure
• 25+ days off, including holidays
• Office closes at 3:00 PM on Fridays
• Health, dental, and vision insurance
• Professional development support, including CPE, certifications, and conferences
• Career growth within a growing multi-family office platform
• Family-oriented culture

This position is based in Rockwall, Texas and primarily on-site, with hybrid consideration for exceptional candidates.