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Private Client Services (PCS) Tax Senior Manager/ Director
Navigate Search, Houston, Texas, United States, 77246
Private Client Services (PCS) Tax Senior Manager/ Director
Base pay range: $150,000.00/yr - $220,000.00/yr
Recruiting Tax, Audit, and Accounting Professionals for Public Accounting and Business Management Roles Position Overview:
A growing Private Client Services team is seeking an experienced Senior Manager / Director to join the Houston office. This role focuses on providing strategic tax planning and compliance services to high‑net‑worth individuals, trusts, estates, and closely‑held businesses, while overseeing complex client engagements and mentoring managers and senior staff.
Key Responsibilities:
Lead large, complex tax engagements for individuals, trusts, estates, partnerships, and family‑owned businesses.
Provide high‑level tax planning, including wealth transfer, estate tax strategies, business succession, multi‑state, and international tax considerations.
Review and ensure accuracy of tax compliance work and strategic deliverables.
Serve as a senior technical advisor and primary client contact for strategic tax issues.
Mentor and develop PCS managers and senior staff; foster technical excellence and strong client service.
Collaborate with other service teams to deliver integrated, cross‑disciplinary solutions.
Contribute to practice growth through business development, thought leadership, and client networking.
Qualifications:
Bachelor’s degree in Accounting, Tax, or related field; Master’s in Taxation or JD preferred.
Active CPA license required.
10+ years of public accounting experience with significant exposure to individual, fiduciary, and pass‑through taxation.
Proven experience managing complex tax engagements and leading client relationships.
Strong leadership and mentorship skills; experience managing teams.
Excellent communication, problem‑solving, and client service abilities.
Seniority level Director
Employment type Full‑time
Job function Accounting/Auditing
Industries Accounting
Location: Houston, TX
#J-18808-Ljbffr
Recruiting Tax, Audit, and Accounting Professionals for Public Accounting and Business Management Roles Position Overview:
A growing Private Client Services team is seeking an experienced Senior Manager / Director to join the Houston office. This role focuses on providing strategic tax planning and compliance services to high‑net‑worth individuals, trusts, estates, and closely‑held businesses, while overseeing complex client engagements and mentoring managers and senior staff.
Key Responsibilities:
Lead large, complex tax engagements for individuals, trusts, estates, partnerships, and family‑owned businesses.
Provide high‑level tax planning, including wealth transfer, estate tax strategies, business succession, multi‑state, and international tax considerations.
Review and ensure accuracy of tax compliance work and strategic deliverables.
Serve as a senior technical advisor and primary client contact for strategic tax issues.
Mentor and develop PCS managers and senior staff; foster technical excellence and strong client service.
Collaborate with other service teams to deliver integrated, cross‑disciplinary solutions.
Contribute to practice growth through business development, thought leadership, and client networking.
Qualifications:
Bachelor’s degree in Accounting, Tax, or related field; Master’s in Taxation or JD preferred.
Active CPA license required.
10+ years of public accounting experience with significant exposure to individual, fiduciary, and pass‑through taxation.
Proven experience managing complex tax engagements and leading client relationships.
Strong leadership and mentorship skills; experience managing teams.
Excellent communication, problem‑solving, and client service abilities.
Seniority level Director
Employment type Full‑time
Job function Accounting/Auditing
Industries Accounting
Location: Houston, TX
#J-18808-Ljbffr