Tax Manager Grapevine, TX

Tax Manager Grapevine TX

Salary - $125000 - $230000 (Based on Experience)

Seeking an experienced Tax Manager who wants to do more than simply prepare tax returns. This role focuses on year-round tax planning strategic advisory and client relationship management. You will work directly with high-income individuals and business owners serving as the primary point of contact for an assigned client portfolio and helping identify and execute proactive tax strategies.

Responsibilities

• Manage a portfolio of high-net-worth individual and business clients.
• Execute proactive year-round tax planning strategies alongside senior advisors.
• Prepare and review complex federal and state tax returns.
• Participate in client meetings quarterly reviews and monthly client sessions.
• Identify tax-planning opportunities and clearly communicate recommendations to clients.
• Stay current on federal and state tax law changes and assess their impact on clients.
• Build strong long-term relationships with clients.
• Take ownership of client relationships tax strategy and overall outcomes.

• Focus on strategic tax planning rather than compliance alone.

Requirements

• Active EA or CPA designation required.
• 4 years of tax experience ideally working with high-income individuals or small business owners.
• Strong understanding of complex tax structures including:
• Experience with S-Corporations Partnerships Real Estate Investments
• Strong communication skills with the ability to explain complex tax strategies in simple easy-to-understand language.
• Self-directed and comfortable working in a fast-paced entrepreneurial environment
• Strong analytical problem-solving and client-management skills.
• Experience with oil & gas or investment structures is a plus.

.