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Tax Manager

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Position: Tax Manager
Location: The Woodlands, TX
Firm Type: Small, growing tax and bookkeeping firm
Employment Type: Full-Time

About Us
We are a growing, client-focused firm specializing in tax preparation and bookkeeping services for individuals and small to mid-sized businesses. Our firm is built on strong client relationships, technical excellence, and a collaborative team culture. As we continue to expand, we are seeking a Tax Manager to play a key leadership role in shaping the future of our tax and bookkeeping departments.

We are also closely involved with a Financial Planning firm, allowing us to provide more comprehensive, forward-looking guidance and advice to our clients.

Position Overview
The Tax Manager will be responsible for both hands-on tax preparation and review work, as well as leading and developing our tax and bookkeeping teams. This role offers significant opportunity for advancement as the firm grows, including the potential to influence strategic direction and operational structure.

This is a highly client-facing role that will work directly with clients on tax planning, compliance, and advisory matters. In addition, tax planning will be a key responsibility. This role will collaborate closely with CFP professionals and support financial planning staff in developing and implementing integrated tax planning strategies for clients. The ideal candidate will have a strong interest in expanding their knowledge of both tax and financial planning and a desire to contribute to a more holistic client experience.

The role may also include exposure to aviation-related tax and accounting engagements. While prior aviation industry experience is not required, an interest in this area could be beneficial and may provide additional opportunities for professional growth.

Key Responsibilities

Tax Preparation, Review & Planning
• Prepare and review individual, corporate, partnership, and other business tax returns
• Ensure accuracy, compliance, and adherence to applicable tax laws and regulations
• Research complex tax issues and provide clear recommendations
• Communicate directly with clients regarding tax planning, compliance, and questions
• Collaborate with financial planners to address tax-related planning strategies
• Support financial planning initiatives by providing insight into tax implications
• Assist CFP professionals and planning staff with tax analysis and planning recommendations

Leadership & Team Management
• Lead and mentor tax and bookkeeping staff
• Review team output to ensure quality and consistency
• Develop and improve internal processes and workflows
• Provide training and professional development support
• Assist in hiring and building the team as the firm grows

Client & Practice Development
• Maintain and strengthen client relationships
• Identify opportunities for additional services, including tax and planning coordination
• Support firm growth initiatives and strategic planning

Qualifications
• Bachelor’s degree in Accounting or related field (CPA preferred)
• 5+ years of experience, including tax preparation, supervisory, and review experience
• Strong knowledge of federal and state tax regulations
• Experience supervising or mentoring staff
• Interest in or exposure to financial planning concepts is a plus
• Excellent communication and client service skills
• Strong organizational and time management abilities

What We Offer
• Competitive compensation based on experience
• Performance-based bonus opportunities
• Leadership role with real influence on firm direction
• Significant room for advancement as the firm grows
• Exposure to integrated tax and financial planning work
• Opportunity to gain experience with aviation-related tax and accounting engagements
• Supportive, collaborative work environment
• Flexible scheduling options during non-peak seasons

Growth Opportunity
This is not just a management role—it’s an opportunity to grow with the firm. Initially, this position will be heavily hands-on, with significant involvement in tax preparation, review, planning, and direct client service. As the firm expands, the role is expected to evolve into a more senior leadership position with increased management, operational, and strategic responsibilities, including deeper involvement in integrated tax and financial planning services. This progression provides a unique opportunity to help shape the firm's future while growing into a broader leadership role.

Qualifications
• Bachelor’s degree in Accounting or related field (CPA preferred)
• 5+ years of experience, including tax preparation, supervisory, and review experience
• Strong knowledge of federal and state tax regulations
• Experience supervising or mentoring staff
• Interest in or exposure to financial planning concepts is a plus
• Excellent communication and client service skills
• Strong organizational and time management abilities