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Private Client Services Tax Senior Manager

Designation: Direct Hire Category: Accounting Location: Houston, TX
Salary: DOE Job Code: JOS000000830  

Job Description:

Our client, a CPA firm, s seeking a high performing Private Client Services Tax Senior Manager. This position will have responsibilities in oversight of tax compliance for an individual, gift, trust and estate tax returns for high net worth clients. Additionally, the candidate may also be responsible for compliance oversight with enterprise related returns, primarily for related party flow-through entities. This position offers an excellent opportunity for leadership, learning and career advancement for the right candidate.

Essential Duties and Responsibilities:
• Manage client engagements from start to finish, which includes planning, executing,
directing, and completing tax projects while effectively producing a value outcome for
our clients & the firm.
• Develop and execute tax planning techniques for clients while addressing client needs
• Assist with identifying new and additional service opportunities from existing and
potential clients through client interactions and recommendations.
• Communicate and interact closely with the client’s advisors, such as, attorneys and
financial managers.
• Assist with compliance and advisory needs for enterprise-related returns, primarily
related party flow through entities.
• Research tax laws and prepare tax memorandums on technical issues.
• Ability to reason and effectively multi-task. Strong communication skills with the
ability to apply one’s understanding as to execution requirements and provide
effective instructions in written, oral, or diagram form.
• Recognize complex technical issues, reach appropriate conclusions and apply
appropriate technical authorities to support conclusions.
• Ability to organize daily work responsibilities and projects, prioritize and meet
deadlines. Ability to complete work in an effective and accurate manner.
• Supervise associates and senior associates, providing them with leadership, counseling
and career guidance as appropriate & required.
• Possess a strong background in effective engagement management, knowing how to
manage all aspects of client accounts.
• Participate in mentoring, training, recruiting, retention, and team-building activities.
• Participate in developing & presenting internal training and seminars on technical


8+ years of public accounting experience 
• Minimum Bachelor’s degree in Accounting. Advanced degree preferable. Degrees need
to be from an accredited college/university.
• CPA certification required or other professional certification relevant to specialized
services areas.
• Private client advisor experience, including enterprise entity compliance and advisory
• Experience with tax preparation and research software required – Go Systems, BNA
Income Tax Planner, GoFileRoom, BNA Bloomberg and Checkpoint.
• Ability to effectively use Microsoft Office Suite, including Word, Excel and PowerPoint.
• Hands on experience with review and preparation of all forms and schedules related to
individuals, gifts, trusts, estates and enterprise entities.
• Knowledge and experience with flow through entities (i.e. Family Limited
Partnerships, S-Corporations, Partnerships, etc.).
• Experience with various facets of state & local taxation, compliance & advisory,
including sales & use, personal & real property, franchise and multi-jurisdiction
income tax (Experience in other than multi-state income/franchise is valued but not
required. A base level of multi-state income/franchise experience is expected).
• International experience and knowledge (This experience is valued but not a
requirement of the position).
• Demonstrated experience in effectively building, interfacing and managing client
• Excellent supervisory, organizational, problem solving, critical/analytical thinking,
written and oral communication, and interpersonal skills.
• Exceptional client service and communication skills.
• Excellent project management and presentation skills.

Becky Barclay