Tax Manager – Grapevine, TX
Salary - $125,000 - $230,000 (Based on Experience)
Seeking an experienced Tax Manager who wants to do more than simply prepare tax returns. This role focuses on year-round tax planning, strategic advisory, and client relationship management. You will work directly with high-income individuals and business owners, serving as the primary point of contact for an assigned client portfolio and helping identify and execute proactive tax strategies.
Responsibilities
- Manage a portfolio of high-net-worth individual and business clients.
- Execute proactive, year-round tax planning strategies alongside senior advisors.
- Prepare and review complex federal and state tax returns.
- Participate in client meetings, quarterly reviews, and monthly client sessions.
- Identify tax-planning opportunities and clearly communicate recommendations to clients.
- Stay current on federal and state tax law changes and assess their impact on clients.
- Build strong, long-term relationships with clients.
- Take ownership of client relationships, tax strategy, and overall outcomes.
- Focus on strategic tax planning, rather than compliance alone.
Requirements
- Active EA or CPA designation required.
- 4+ years of tax experience, ideally working with high-income individuals or small business owners.
- Strong understanding of complex tax structures, including:
- Experience with S-Corporations, Partnerships, Real Estate, Investments
- Strong communication skills with the ability to explain complex tax strategies in simple, easy-to-understand language.
- Self-directed and comfortable working in a fast-paced, entrepreneurial environment
- Strong analytical, problem-solving, and client-management skills.
- Experience with oil & gas or investment structures is a plus.
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