Private Client Services Tax Senior Manager
AuditFriendly Careers • Houston, TX • Full Time
Posted on Mon, Sep 7, 2026
This position offers an excellent opportunity for leadership, learning and career advancement for the right candidate. Essential Duties and Responsibilities:
- Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects while effectively producing a value outcome for our clients & the firm.
- Develop and execute tax planning techniques for clients while addressing client needs.
- Assist with identifying new and additional service opportunities from existing and potential clients through client interactions and recommendations.
- Communicate and interact closely with the client's advisors, such as attorneys and financial managers.
- Assist with compliance and advisory needs for enterprise related returns, primarily related party flow through entities.
- Research tax laws and prepare tax memorandums on technical issues.
- Ability to reason and effectively multi-task. Strong communication skills with the ability to apply one's understanding as to execution requirements and provide effective instructions in written, oral, or diagram form.
- Recognize complex technical issues, reach appropriate conclusions and apply appropriate technical authorities to support conclusions.
- Ability to organize and prioritize daily work responsibilities to meet deadlines. Ability to complete work in an effective and accurate manner.
- Supervise associates and senior associates, providing them with leadership, counseling and career guidance as appropriate & required.
- Possess a strong background in effective engagement management, knowing how to manage all aspects of client accounts.
- Participate in mentoring, training, recruiting, retention, and team-building activities.
- Participate in developing & presenting internal training and seminars on technical issues.
- 7-15 years of public accounting
- Minimum Bachelor's degree in Accounting. Advanced degree preferable. Degrees need to be from an accredited college/university.
- CPA certification required or other professional certification relevant to specialized services areas.
- Private client advisor experience, including enterprise entity compliance and advisory skills.
- Experience with tax preparation and research software required – Go Systems, BNA Income Tax Planner, GoFileRoom, BNA Bloomberg and Checkpoint.
- Ability to effectively use Outlook and Microsoft Office Suite, including Word, Excel and PowerPoint.
- Hands-on experience with review and preparation of all forms and schedules related to individuals, gifts, trusts, estates and enterprise entities.
- Knowledge and experience with flow through entities (i.e. Family Limited Partnerships, S-Corporations, Partnerships, etc.).
- Experience with various facets of state & local taxation, compliance & advisory, including sales & use, personal & real property, franchise and multi-jurisdiction income tax (Experience in other than multi-state income/franchise is valued but not required. A base level of multi-state income/franchise experience is expected).
- International experience and knowledge (This experience is valued but not a requirement of the position).
- Demonstrated experience in effectively building, interfacing and managing client base.
- Excellent supervisory, organizational, problem solving, critical/analytical thinking, written and oral communication, and interpersonal skills.
- Exceptional client service and communication skills.
- Excellent project management and presentation skills.
Some of the great benefits our employees enjoy include:
- Generous benefits including Health, Dental, and Vision
- 401(k) and discretionary profit sharing
- Free covered parking
- Free, onsite fitness center
- Very generous PTO/paid holidays
- Sustainable work-life balance and flexibility
- Dress for your day attire
- Anniversary cash program
- And much more!
AuditFriendly salary estimate
The employer did not post a salary for this role. Based on AuditFriendly's salary intelligence model (comparable live postings, role, seniority, and location), we estimate base pay of $179,000–$206,000 per year (median ~$184,000). This is an AuditFriendly estimate, not an employer-provided figure.
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