Tax Manager

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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