Tax & Wealth Planning Manager (CPA)
Murray Resources - Best Staffing Agency
A wealth management firm in the Galleria area of Houston is seeking a Tax Manager to join the team. The firm treats tax as a core part of the client experience, not a back-office function, with the Tax Manager serving as a primary contact for a portfolio of clients while delivering proactive tax guidance. The role emphasizes mentoring junior staff, staying current on tax changes, and collaborating with the wealth management team to integrate tax strategy into overall financial plans. #J-18808-Ljbffr Murray Resources - Best Staffing Agency
- ...market. You will lead the end-to-end sales process across audit, tax, and consulting, building strong pipelines and closing key... ...services to large corporations, with a proven ability to lead complex sales and manage senior stakeholders. #J-18808-Ljbffr RSM US LLPTax
- BDO USA is hiring a Digital Assets Tax Manager in Houston, Texas. The role entails providing tax compliance and consulting services for clients... ...should have at least five years of relevant experience, a CPA certification, and strong leadership capabilities. A focus on tax...Tax
- ...LLP in Houston, TX seeks an experienced tax professional to advise ultra-high net worth clients on wealth transfer, estate and income tax planning, and compliance. You will lead... ...comprehensive tax services. The role requires a CPA license (or equivalent), a Bachelor's...TaxLocal area
- ...services firm in Houston, Texas is seeking a Private Wealth Services Tax Manager to lead tax planning and consulting for high net worth clients. You will review... ...a Bachelor's degree in Accounting, preferably with CPA accreditation. This role offers an opportunity to thrive...Tax
- ...Jambrina CPA PC is seeking a skilled and experienced CPA to join our dynamic tax team. In this role, you will oversee complex tax preparation and planning, ensuring compliance with federal, state, and... ...state income tax returns. Manage extensions and quarterly...TaxRemote workFlexible hours
- Verde Wealth Group, LLC is seeking a Director to bridge between Wealth Advisors and Client... ..., overseeing comprehensive financial planning and implementation processes. The ideal candidate... ...with 8-15+ years of experience, strong tax planning knowledge, and excellent...Tax
- NPAworldwide is seeking an experienced Senior Tax CPA / Tax Manager in Houston, Texas. This role focuses on tax compliance, planning, and advisory services for individual and business clients. Candidates should have an active CPA license and extensive experience in public...Tax
- CORDA Investment Management in Houston, Texas, is seeking a CPA (Tax Strategist & Financial Planner) to join their team. This position involves preparing and... ...advanced tax strategies in collaboration with wealth advisors. The ideal candidate will hold a CPA license...Tax
- R&M Accounting and Tax Service, located in Houston, is looking for a Mid-Level Certified Public Accountant (CPA) to join our family-oriented team. In this role, you will have the... ...and small businesses in our community. #J-18808-Ljbffr CLEAR CROSSWAY SOLUTIONS 401K PLANTaxWork at office
- ...Level Certified Public Accountant (CPA) We’re seeking a Mid-Level... ...review individual and small business tax returns (Forms 1040, 1120, 1120S, 1065) Manage bookkeeping and general ledger oversight... ...in reporting Provide tax planning, compliance, and small‑business advisory...TaxWork at office
- Enerflex, based in Houston, TX, is seeking an Income Tax Compliance Specialist to oversee compliance with U.S. and Canadian income tax... ...ideal candidate has significant experience in tax compliance, a CPA designation, and a collaborative attitude to work across diverse...Tax
- A leading tax preparation firm is seeking a Credentialed Tax Accountant to work remotely. The ideal candidate will have over 2 years of experience in filing tax returns and possess an active EA, CPA, or Practicing Attorney credential. Responsibilities include assisting...TaxRemote job
$165k - $220k
SolomonEdwards is seeking experienced Tax Professionals for their growing practice. Ideal candidates will have a mix of Big 4 and corporate... ...qualifications include a Bachelor’s degree in accounting, CPA certification, and 3-10 years of relevant experience. The role offers...TaxRemote job- A prominent law firm in Houston is seeking an experienced CPA/Controller to manage its accounting team and oversee financial operations. The ideal... ..., maintaining internal financial records, and facilitating tax preparation. This role offers a base compensation of up to $...Tax
- ...have at least 8 years of experience, be a licensed CPA, and have a background in professional services. This role requires overseeing a team of 10 and managing financial operations. Experience with federal and state taxes is preferred, along with a background in a Big 4...Tax
- Crowe LLP in Houston is seeking a Manager to oversee personal property tax compliance and client engagements. The ideal candidate will manage multi-state property tax engagements, mentor staff, and serve as a primary point of contact for clients. Preferred qualifications...TaxRemote jobWork at office
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for... ..., and concentrated position management (such as 10b5-1 plans, derivative... ...and either J.D., LLM or CPA 7 plus years of practice as a...TaxWork at officeLocal area
- ...The candidate will have a college degree in accounting and is encouraged to work toward CPA. The role involves working on engagements including audits, management services, and tax return preparation for tax clients. The position offers exposure to internal controls, financial...TaxCasual work
$100k - $120k
A wealth management firm in Houston is searching for a CPA with 3-5 years of experience focused on advanced tax planning. In this role, you will prepare and review tax returns, collaborate with advisors to develop proactive tax strategies, and engage with clients to provide...Tax- A leading tax consulting firm in Houston seeks a Senior Tax Manager to provide tax and consulting services to business clients... ...team performance, engage in tax planning for diverse client entities, and... ...over eight years of experience, CPA certification, and exceptional leadership...Tax
- BDO USA, LLP is seeking a Senior Tax Manager in Houston, Texas, to provide tax and consulting... .... This role requires managing tax planning for pass-through entities and ensuring compliance... ...years of relevant tax experience, and a CPA certification. The position offers...Tax
- ...professional to participate in client engagements from tax planning stages to issuing returns. Responsibilities include preparing... ...or a related field and have a desire to complete the CPA exam. Strong time management and problem-solving abilities are essential. The...TaxInternship
- A well-regarded tax firm in Houston seeks an experienced Tax Manager to lead tax preparation and supervise team members. The role requires a CPA or eligibility, with 5-10 years of relevant experience, and expertise in tax laws. Key responsibilities include reviewing complex...Tax
- ...Competitive base salary + performance/commission on plans and tax filings (no caps on earning potential) +... ...Our client is growing—and we’re hiring a CPA / Tax Strategist & Financial Planner to join their collaborative wealth management team. They’re a client-centered RIA...TaxWork at office
$100k - $120k
...+ Revenue Share Bonus | % of Tax Fees About Us We are a forward-thinking, client-focused wealth management firm dedicated to serving high... ...integrated financial and tax planning. We aim to create lasting... ...Position Overview We’re seeking a CPA with 3-5 years of experience...TaxFull time$130k - $150k
Tax Supervisor CPA Salary: $130,000 - $150,000 Why This Opportunity Stands Out: Clear path from... ...into review, client interaction, and tax planning Direct exposure to firm leadership and... ...ready for next step, or early Tax Manager Experience with multi-entity and/or multi...Tax$150k
Leah Yosef International in Houston is seeking a Senior Wealth Manager to advise clients on wealth management strategies including tax, estate, and financial planning. This role offers a dynamic work environment with a strong focus on high net worth clientele. The ideal...Tax- The Well in Houston, TX is seeking a CPA / Tax Strategist & Financial Planner to join their growing wealth management team. This collaborative role offers a hybrid schedule... ...days in the office, focusing on advanced tax planning and client-centered strategies. Candidates...TaxWork at office
$130k - $175k
A dynamic energy-focused consulting firm seeks a Tax Manager for its Tax Advisory team in Houston. This hybrid role requires a CPA with over 4 years of public accounting/tax experience and expertise in the energy sector. Responsibilities include advising clients on tax...Tax- Multi-Family Office in Houston seeks a Wealth Advisor to serve as the primary relationship manager for high net worth and ultra high net worth clientele... ...(25M+ net worth’s) on holistic financial planning, investments, estate, tax, risk, and family culture & legacy needs....TaxWork at office
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