Tax Manager - Houston, TX

Tax Compliance and Consulting

• Review, finalize, and sign individual, gift, and fiduciary tax returns and work papers.
• Review and finalize annual tax projections, calculations of estimated tax payments, and the implementation of recommended tax strategies.
• Review and finalize responses to IRS and state agency audits, inquiries, and tax notices; communicate directly with IRS and state agencies as needed.
• Keep current on federal and state tax rules and regulations.
• Ensure adherence to Tax Team processes and procedures that maintain quality control of client deliverables.

Retirement Strategy Planning

• Review, finalize, and present long-term tax and cash flow projections, including identification of tax-reduction strategies for clients and prospective clients.

Client Relationship Management

• Provide timely, high-quality client service that consistently meets or exceeds expectations of clients, your Client Service Team, and the Tax Team.
• Interact directly with clients to address questions, resolve concerns, and obtain necessary information for tax compliance and strategic planning.
• Review and finalize tax research projects and develop educational materials for clients, the Tax Team, and broader TMG audiences.
• Report updates, concerns, and client developments to senior members of your Client Service Team.

Practice Development

• Train, oversee, and mentor members of your Client Service Team.
• Maintain a high level of organization with client data and files, tracking financial and tax-related transactions.
• Identify and develop technological and process improvements to enhance efficiency and service delivery.
• Assist with various administrative responsibilities that support Tax Team operations.
• Participate in departmental projects and serve on committees, as requested.

Requirements:

• Bachelor’s degree
• CPA, JD, or EA required
• Prior experience managing a team of associates
• Previous experience in the financial services industry a plus
• Strong track record of achievement and meeting/exceeding ambitious targets
• Excellent verbal and written communication skills
• A motivated, self-starter looking for a place to grow your career

Location: Houston, TX

Role Information: Full-Time (Hybrid)

Salary Range: $125,000 - $155,000

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Child care support
• Paid maternity leave
• Paid paternity leave
• Commuter benefits
• Tuition assistance
• Disability insurance

About the Company: TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds