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Tax Manager

Jobot

Rockwall, TX

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JOB DETAILS
SALARY
$90,000–$125,000 Per Year
LOCATION
Rockwall, TX
POSTED
14 days ago
Texas-based Tax Advisory Firm looking for a new Tax Manager

This Jobot Job is hosted by: Victoria Casal
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $90,000 - $125,000 per year

A bit about us:

Boutique Firm that is Growing!

Why join us?

Be part of a growing, boutique team with significant autonomy and leadership opportunities
  • Competitive Base
  • Bonus Opportunity
  • 401K with Match
  • PTO
  • Benefits


Job Details

Key Responsibilities
  • Tax Compliance & Preparation; Lead preparation and review of federal, state, local, and fiduciary tax returns for individuals, businesses, trusts, and estates. Ensure timely and accurate filings aligned with IRS and state/local regulations.
  • Proactive Planning & Advisory; Develop year-round tax strategies tailored to clients’ financial goals—reducing liabilities while maintaining compliance. Identify credits and deductions for real estate investors, business owners, and high-net-worth individuals.
  • Client Engagement & Relationship Management; Serve as a trusted advisor, building long-term relationships and delivering transparent, proactive guidance. Respond to client inquiries, support planning initiatives, and streamline data collection processes.
  • Process Improvement & Oversight; Standardize internal workflows—documentation, controls, tax software usage, and filing protocols.

Mentor and supervise junior team members; review their work and provide technical coaching.
  • Cross-Functional Collaboration; Work with internal teams (e.g., bookkeeping, accounting, wealth and insurance advisors) to deliver cohesive financial solutions.

Coordinate with external tax professionals as needed, especially for complex or niche client situations.
  • Technical Updates & Training; Monitor federal and state tax law changes; assess client impact and update internal procedures.

Lead technical training sessions for internal staff.

Qualifications
  • Bachelor’s or Master’s degree in Accounting, Finance, or Tax; CPA or equivalent certification is strongly preferred.
  • 5+ years of progressive tax experience, ideally in a public accounting firm or tax advisory practice (including real estate or high-net-worth client focus).
  • Solid expertise in individual, corporate, partnership, fiduciary, and real estate tax.
  • Demonstrated ability in proactive tax planning, utilizing credits and deductions to optimize tax position.
  • Proficient in tax software and advanced Excel.
  • Strong leadership skills: ability to manage staff and collaborate across teams.
  • Exceptional communication skills, with a proactive, client-service mindset.


Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com