TAX MANAGING DIRECTOR - PRIVATE CLIENT SERVICES

TAX MANAGING DIRECTOR – PRIVATE CLIENT SERVICES

Location: San Antonio, TX

ABOUT THE OPPORTUNITY

Our client, a well-established national professional services firm, is seeking an experienced Tax Managing Director – Private Client Services to join its San Antonio team. This is an opportunity for an accomplished tax professional who enjoys working closely with high-net-worth individuals, families, entrepreneurs, and family offices on complex tax matters. The position offers a combination of sophisticated tax planning, hands-on client advisory work, team leadership, and practice development. The Managing Director will serve as a trusted advisor to clients, lead complex tax engagements, and play an important role in the continued growth of the firm's Private Client Services practice.

KEY RESPONSIBILITIES

Private Client Tax Advisory & Compliance

• Lead complex tax compliance and consulting engagements for high-net-worth individuals, families, family offices, and closely held businesses.
• Review and oversee the preparation of individual, trust, estate, gift, partnership, S corporation, and private foundation tax returns.
• Develop and implement tax planning strategies involving income tax, wealth preservation, estate and gift taxation, and business succession.
• Advise clients on the tax implications of significant financial decisions, business transactions, and changing personal circumstances.
• Research and resolve complex federal and state tax matters, including representation and communication with taxing authorities.
• Coordinate with attorneys, financial advisors, investment professionals, and other specialists to provide comprehensive tax solutions.
• Stay current on tax legislation and regulatory developments, identifying planning opportunities and potential risks for clients.

Client Relationship Management & Business Development

• Serve as a primary advisor and relationship manager for a portfolio of sophisticated private clients.
• Build long-term relationships with clients and their families, developing a thorough understanding of their financial circumstances and objectives.
• Present complex tax planning recommendations in a clear, practical manner to clients and their advisors.
• Identify opportunities to expand existing client relationships through additional consulting and advisory services.
• Participate in business development activities, professional networking, and cultivating relationships with referral sources.
• Work collaboratively with firm leadership to support the continued growth and development of the Private Client Services practice.

Team Leadership & Practice Management

• Lead and manage teams of tax professionals responsible for complex compliance and consulting engagements.
• Provide technical guidance, review work products, and ensure high standards of quality and client service.
• Mentor and develop associates, senior associates, and managers, supporting their technical and professional growth.
• Oversee engagement planning, staffing, scheduling, and workflow to ensure timely delivery and effective resource utilization.
• Monitor engagement performance, including budgets, realization, profitability, and client satisfaction.
• Contribute to recruiting, training, and other practice management initiatives.

REQUIRED QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, or a related field.
• 10+ years of progressive tax experience, with significant expertise advising high-net-worth individuals and families.
• Strong technical knowledge of individual, estate, trust, gift, and pass-through entity taxation.
• Experience managing complex tax engagements and serving as a primary client relationship contact.
• Prior supervisory experience, including the ability to lead, mentor, and develop tax professionals.
• Active CPA, Enrolled Agent (EA), or attorney license.
• Strong tax research, analytical, and problem-solving skills.
• Excellent communication skills and the ability to present sophisticated tax matters to clients and professional advisors.
• Demonstrated ability to develop and maintain strong client relationships.
• Ability to balance technical responsibilities, client service, team leadership, and business development.

PREFERRED QUALIFICATIONS

• Experience with a national, regional, or large local public accounting firm.
• Master's degree in Taxation or Accounting.
• Advanced expertise in estate and wealth transfer planning, family office taxation, charitable planning, or closely held business taxation.
• Established professional relationships within the high-net-worth, family office, legal, or financial advisory communities.
• Experience contributing to practice growth through new business development and referral relationships.
• Familiarity with tax compliance and research software commonly used in public accounting.

WHY CONSIDER THIS OPPORTUNITY?

This position offers the opportunity to work with sophisticated clients whose tax needs go well beyond traditional compliance. The Managing Director will have meaningful involvement in strategic tax planning, important client decisions, and the development of long-standing advisory relationships. For a senior tax professional who enjoys both the technical challenges of private client work and the relationship-driven nature of the business, this is an opportunity to take on a visible leadership role while helping grow an established practice in the Houston market.