Tax Manager

Job Description

Job Description Opportunity: Tax Manager | Houston, TX | Full-time

About us

We are a fast-paced wealth management firm where tax is not a back-office function, it's a core part of the client experience. Our clients rely on us not only for technical accuracy, but for clarity, responsiveness, and trusted guidance across many moving pieces.

We work quickly, manage a high volume of relationships, and hold a high bar for responsiveness and quality. The work is engaging, challenging, and never boring.

If you love tax, enjoy solving complex problems, and genuinely like working with people, you'll feel energized here. If you prefer slow, highly siloed, or purely transactional tax work, this will not be the right fit.

The Opportunity

We are seeking a Certified Public Accountant with 5-7 years of experience in public accounting who thrives in a relationship-driven, high-velocity environment and is energized by the technical side of tax. This role requires strong judgment, intellectual curiosity, and the ability to move quickly while maintaining high standards.

As a Tax Manager, you will manage both client relationships and internal team members. You will serve as a primary point of contact for a portfolio of clients, building trust, providing clarity, and delivering proactive tax guidance. This role offers significant opportunity to advise clients directly, translating complex tax concepts into practical strategies that meaningfully impact their financial lives.

If you enjoy staying current on tax law and digging into complex tax research, you will find this role especially rewarding. You'll have the opportunity to work with an international clientele and engage in U.S. reporting of foreign assets, adding depth and variety to your work beyond traditional domestic tax compliance.

You will play a key role in tax compliance, review, and extensive tax planning, working closely with our wealth management team to deliver proactive, integrated advice. This role will primarily focus on tax review, planning, and client advisory work, with some preparation responsibilities during peak periods. This is an ideal opportunity for someone who wants to continuously learn, apply that knowledge in real time, and be part of a collaborative advisory team, not just execute returns.

Qualifications

• CPA license required

• 5-7 years of experience in public accounting

• Strong experience with individual and closely held business taxation

• Experience reviewing complex tax returns

• Strong client communication and relationship management skills

• Experience mentoring or managing junior staff preferred

• Experience with international tax reporting (FBAR, Form 8938, etc.) is a plus

Essential Responsibilities

Tax Review & Technical Leadership

• Review (and some preparation) of individual federal and state income tax returns, as well as business, trust, and estate tax returns

• Review (and some preparation) of U.S. filing requirements for reporting foreign assets

• Ensure technical accuracy, completeness, and consistency across returns

• Stay current on tax law changes and industry trends and apply them thoughtfully

• Demonstrate strong technical judgment and understand the rationale behind tax positions and planning strategies

• Apply technical knowledge to identify planning opportunities and improve outcomes

Tax Planning & Wealth Management Collaboration

• Engage in extensive tax planning for individuals, families, and business owners

• Serve as a primary relationship manager for a portfolio of clients, ensuring high-touch, responsive service

• Collaborate closely with the wealth management team to integrate tax strategy into broader financial plans

• Anticipate client needs and proactively identify risks and opportunities

• Serve as a trusted tax resource to advisors and clients

• Be energized by client conversations and embrace the opportunity to advise frequently and meaningfully

Team Leadership & Development

• Manage and mentor team members, providing guidance, review, and technical oversight

• Delegate effectively while maintaining accountability for quality and deadlines

• Support professional development through coaching and real-time feedback

• Foster a culture of ownership, responsiveness, and high standards

Execution, Process & Follow-Through

• Deliver high-quality work while moving quickly and managing multiple priorities

• Consistently use CRM and internal systems to manage tasks and deadlines

• Demonstrate strong follow-up and follow-through without needing micromanagement

• Take ownership of both client outcomes and team performance

Collaboration & Growth

• Pitch in as needed and support team success

• Share knowledge, insights, and updates with colleagues

• Provide and receive thoughtful, timely feedback

• Contribute ideas that improve client experience, internal processes, and firm growth

Why Join Us

• Meaningful long-term client relationships

• Significant opportunity for advisory work and direct client impact

• Leadership responsibility and team development

• Close collaboration with wealth management professionals

• A team that values both competence and character

• An environment that rewards initiative, speed, and accountability

Compensation & Benefits

• Salary range: $125,000 - $165,000 depending on experience

• Eligible for a performance bonus tied to successful completion of tax season and overall firm performance

• 401(k) plan with firm contributions of up to 7% in the first year and up to 10% with tenure

• High-performing team members may have the opportunity to participate in firm ownership over time

• 11 paid holidays and 15 PTO days to use at your discretion. Additional PTO days are awarded for tax season overtime

• Employer-paid Health, Dental, and Vision insurance premiums for individuals and families

• Employer HSA contributions

• Employer-paid Life and Long-Term Disability insurance

Company Description W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.