Tax Manager
About the role
Mission Wealth is seeking a growth-minded Tax Manager to join our award-winning team. As a Tax Manager, you will work directly with the tax team to review and prepare income, trust, and gift tax returns. You will also collaborate with clients and advisory teams to implement tax strategies aligned with each client’s goals and values. The ideal candidate is a tax enthusiast with a strong team mentality, driven to grow professionally and personally while making a positive impact.
Responsibilities
- Work with a high-performing, growth-oriented team while contributing to process innovation and streamlining.
- Collaborate closely with Wealth Managers and clients on tax and wealth strategies.
- Manage client relationships, ensuring confidence through demonstrated expertise and timely responses to client needs.
- Create and present strategic tax planning solutions for high-net-worth clients.
- Assist clients with tax-related questions, proformas, estimates, and projections.
- Manage consulting and tax projects, including reviewing tax returns.
- Commit to continuing education, team development, training, and mentoring new tax associates.
- Review federal and multi-state individual, gift, and trust income tax returns.
- Mentor and train tax associates.
Requirements
- 8+ years of proven tax accounting experience, including tax return preparation.
- CPA certification required.
- Experience providing client-centric tax consulting to high-net-worth clients.
- Strong research capabilities for complex tax needs and regulatory updates.
- Mastery of various tax compliance software products.
- Highly effective interpersonal, relationship management, and communication skills.
- Excellent organizational and time management skills in a high-energy culture.
- Demonstrated talent development experience, including training new staff and mentoring interns.
- Advanced understanding of trust taxation.
- Strong attention to detail.
Benefits
- Competitive salary with a team-based compensation plan.
- Defined pathways to equity partner in the firm.
- Medical, dental, and vision benefits.
- 401(k) with profit sharing.
- Volunteer Time Off (VTO).
- Family Medical Leave (FMLA).
- Sabbaticals.
- Wellness benefits.
- Ongoing educational reimbursements.
Pay
$150,000 base salary plus a $50,000 annual bonus paid in quarterly increments.
Schedule
Full-time, salaried exempt position based in our Houston, TX office.
This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future.