Tax Manager – Unlock Your Growth Potential

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Tax Manager

Our client is seeking a highly skilled Tax Manager to join their growing team in Texas. The ideal candidate will be proficient in handling tax returns from start to finish, communicating directly with clients, and seamlessly integrating into a rapidly expanding team. This role is pivotal in supporting their growth, especially with upcoming acquisitions in the state.

As another remote opportunity for US Candidates. This position offers an opportunity to grow within a dynamic and expanding firm. With a small but growing team in Texas, the role provides a path to leadership as older partners retire and new acquisitions come on board.  

Responsibilities:

  • Prepare and review complex tax returns, including flow-through entities, high-net-worth individuals, and partnerships.
  • Provide tax planning and advisory services to clients.
  • Communicate effectively with clients to address tax-related inquiries and offer guidance.
  • Collaborate with the team to ensure smooth integration of new acquisitions.
  • Perform a variety of tasks without hesitation, contributing to all aspects of tax work.
  • Embrace a “humble, hungry, and smart” mentality, showing a willingness to take on tasks of all levels.

Requirements:

  • 7-15 years of relevant tax experience, with proficiency in handling flow-through entities, high-net-worth individuals, and partnerships.
  • Strong client communication skills.
  • Ability to work effectively in a remote or hybrid environment.
  • Familiarity with the Texas market is strongly preferred.
  • A growth-oriented mindset with the potential for quick advancement, including partnership opportunities within three years.

Salary: Approximately $150,000, with potential for rapid advancement based on performance and the firm’s expansion.

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
[email protected]
www.pfssearch.com
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Senior Tax Manager – High Net Worth Individuals

Senior Tax Manager

Our client is seeking an accomplished Senior Tax Manager for High Net Worth Individuals to play a key leadership role in their tax advisory team. This position is ideal for a seasoned tax professional with deep expertise in wealth management, estate planning, and tax strategies tailored for affluent clients. The Senior Tax Manager will serve as a trusted advisor to high-net-worth individuals and families, providing sophisticated tax planning solutions, overseeing compliance, and ensuring strategic wealth preservation. This role requires exceptional technical acumen, strong client relationship management skills, and the ability to mentor and develop a high-performing team.

Responsibilities:

  • Oversee and manage tax compliance and planning for high-net-worth individuals, family offices, trusts, and estates.
  • Develop and execute tax strategies to optimize wealth preservation, minimize tax liabilities, and enhance estate planning.
  • Review and approve complex individual, fiduciary, gift, and estate tax returns.
  • Research and interpret evolving tax laws, regulations, and legislative changes affecting HNWIs.
  • Advise clients on wealth transfer strategies, philanthropic giving, and tax-efficient investment structures.
  • Lead and mentor a team of tax professionals, ensuring technical excellence and professional development.
  • Collaborate with financial advisors, attorneys, and other wealth management professionals to provide comprehensive tax planning solutions.
  • Represent clients in audits, IRS disputes, and tax controversy matters.
  • Identify opportunities for process improvements and implement best practices in tax compliance.
  • Maintain and strengthen long-term client relationships by providing exceptional service and proactive tax planning insights.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).
  • CPA or Enrolled Agent (EA) certification required.
  • 8+ years of experience in tax compliance and planning, with a strong focus on high-net-worth individuals, trusts, and estates.
  • In-depth knowledge of federal and state tax laws affecting HNW clients, including estate and gift tax regulations.
  • Experience in private client services, wealth management, or a family office environment is preferred.
  • Strong proficiency in tax software (e.g., CCH, UltraTax, or ProSystem fx) and Microsoft Office Suite.
  • Excellent analytical, problem-solving, and communication skills.
  • Ability to manage complex client engagements, multitask, and meet deadlines in a fast-paced environment.
  • Strong leadership skills with a demonstrated ability to develop and mentor junior tax professionals.

Salary: $155k – $180k

Please send your resume in Word format to:
Lauren (Sigfred) Furth
Premier Financial Search
www.pfssearch.com
[email protected]

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Tax Manager – High-Net-Worth Professional

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Tax Manager

Our client is looking for an experienced and detail-oriented Tax Manager – High Net Worth to join their dynamic team. The ideal candidate will have a strong background in tax planning and compliance for high-net-worth individuals (HNWIs), including complex investments, estate planning, and trust taxation. This role requires strategic thinking, client advisory expertise, and the ability to manage multiple client relationships effectively.

Responsibilities:

  • Oversee tax planning and compliance for high-net-worth individuals, family offices, trusts, and estates.
  • Develop and implement tax strategies to optimize tax efficiency and wealth preservation for HNW clients.
  • Review complex individual, fiduciary, gift, and estate tax returns.
  • Research and interpret tax laws, regulations, and legislative developments impacting HNWIs.
  • Provide expert advice on wealth transfer strategies, charitable giving, and estate planning.
  • Lead and mentor a team of tax professionals, ensuring accuracy and compliance in all client deliverables.
  • Collaborate with financial advisors, attorneys, and other professionals to provide a holistic approach to tax planning.
  • Represent clients in IRS or state tax authority audits and resolve tax controversies.
  • Identify opportunities for process improvements and implement best practices in tax compliance.
  • Maintain strong client relationships and provide proactive communication on tax matters.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).
  • CPA or Enrolled Agent (EA) certification required.
  • 6+ years of experience in tax compliance and planning, with a focus on high-net-worth individuals, trusts, and estates.
  • In-depth knowledge of federal and state tax laws affecting HNW clients.
  • Experience in private client services or a family office environment is a plus.
  • Proficiency in tax software (e.g., CCH, UltraTax, or ProSystem fx) and Microsoft Office Suite.
  • Excellent analytical, problem-solving, and communication skills.
  • Ability to manage multiple clients and meet deadlines in a fast-paced environment.
  • Strong leadership and team management skills.

Salary: $125K – $155k

Please send your resume in Word format to:
Lauren (Sigfred) Furth
Premier Financial Search
www.pfssearch.com
[email protected]

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

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Senior Manager/Director – Estate Gift & Trust

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Estate, Gift & Trust Senior Manager / Director 

Our client is seeking a Senior Manager or Director to lead and oversee estate, gift, and trust tax engagements. This role offers an exciting opportunity to work with sophisticated clients, providing strategic tax planning and advisory services while contributing to a firm that values expertise, collaboration, and exceptional client service.

This remote role is ideal for a highly skilled tax professional seeking to make a significant impact by advising affluent clients on estate and wealth preservation strategies while growing within a leading firm.

Responsibilities:

  • Lead and manage estate, gift, and trust tax engagements, ensuring compliance with federal and state regulations.
  • Provide high-level tax planning and advisory services to high-net-worth individuals, families, and their advisors.
  • Develop and implement estate and wealth transfer strategies, including trusts, charitable giving, and succession planning.
  • Review complex estate, gift, and fiduciary tax returns, ensuring accuracy and compliance.
  • Serve as a trusted advisor, building strong relationships with clients, attorneys, financial advisors, and other key stakeholders.
  • Mentor and develop staff, fostering a culture of professional growth and technical excellence.
  • Stay informed on changing tax laws and industry trends, proactively advising clients on potential impacts.
  • Collaborate with partners and internal teams to drive firm initiatives and enhance service offerings.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation or CPA preferred; JD or LL.M. in Taxation a plus).
  • 10+ years of experience in estate, gift, and trust tax planning and compliance, preferably in public accounting or a specialized law firm.
  • Expertise in estate tax, gift tax, and fiduciary income tax, with a deep understanding of wealth transfer strategies.
  • Strong technical knowledge of tax laws and regulations affecting high-net-worth individuals and their estates.
  • Excellent leadership, communication, and client management skills.
  • Proven ability to develop business and expand client relationships.
  • Proficiency with tax software and research tools (e.g., CCH, ProSystem fx, or similar).

Salary: $150,000 – $200,000

Please send your resume in Word format to:
Deanna Gutierrez
Premier Financial Search
[email protected]
310.401.1332

 

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.

 

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