Tax Manager, CPA

Join a growing Houston-area CPA firm where your expertise directly shapes client success stories, and your path to Partnership is clear.

JOB SUMMARY:

Our client, a growing Houston-area CPA firm, is seeking an experienced and client-focused Tax Manager, CPA, who wants to do more than prepare returns. We are seeking someone who loves building long-term client relationships, mentoring staff, and making a real impact on business owners. This role offers a clear path to Partner, flexibility to balance work and life, and the chance to join a firm that’s redefining what modern public accounting can look like.

The Tax Manager will partner with privately held businesses to bring clarity, confidence, and strategy to their financial picture through accurate accounting, proactive advisory, and comprehensive tax planning and preparation.

As a Tax Manager, you will manage client relationships, review tax returns, and provide actionable insights that guide business owners toward smarter financial decisions. You will also mentor junior staff and play an active role in enhancing firm processes and client experience.

• Compensation: $120k – $150k, plus performance-based bonuses
• Benefits: Comprehensive benefits package + CPE support and career development
• Accommodations: Flexible, hybrid work environment with emphasis on work/life balance
• Growth: Clear path to Partner

What Makes This Firm Different?

This is a collaborative, down-to-earth team that values relationships over billable hours. You’ll have the autonomy to manage your clients, the support to keep growing, and the flexibility to enjoy life outside of work.

KEY RESPONSIBILITIES:

Client Advisory & Relationship Management

• Serve as a trusted advisor to small and mid-sized business clients, providing guidance on financial performance, cash flow, and tax strategies.
• Lead monthly/quarterly client advisory meetings, presenting financial results and actionable insights.
• Build strong, long-term client relationships with owners, executives, and stakeholders.

Accounting & Compliance

• Oversee and review bookkeeping, reconciliations, and financial statement preparation for assigned clients.
• Review federal, state, and local tax returns for businesses and individuals.
• Ensure compliance with current tax laws, regulations, and accounting standards.
• Monitor deadlines and ensure timely delivery of all client reports and filings.

Tax Planning & Strategy

• Develop and execute proactive tax strategies to minimize client liabilities and maximize opportunities.
• Conduct year-end tax planning meetings with clients to align with their financial goals.
• Stay current on changing tax legislation and communicate impacts and opportunities to clients.

Leadership & Team Support

• Supervise, train, and mentor junior staff accountants, providing technical guidance and reviewing their work for accuracy.
• Support partners in client onboarding, proposal development, and growth initiatives.
• Contribute to process improvement, workflow efficiency, and the implementation of firm technology and systems.

QUALIFICATIONS & COMPETENCIES:

• Bachelor’s degree in accounting, finance, or related field preferred
• CPA designation strongly preferred (or working toward licensure)
• 5–7+ years of progressive public accounting experience, with a strong focus on tax and client advisory
• Experience working with privately held businesses ($2.5M–$25M in revenue range ideal)
• Deep knowledge of federal, state, and local tax codes, compliance, and planning strategies
• Excellent communication and client-facing skills with the ability to explain complex financial concepts in plain language
• High level of professionalism, confidentiality, and attention to detail
• Proficiency in accounting, tax preparation software, and Office 365
• Ability to manage multiple client engagements and competing priorities
• Bilingual in English and Spanish is a plus

If you’re ready to join a firm that values expertise, relationships, and balance, we’d love to hear from you!

Monarch Talent Solutions is a values-driven boutique recruitment firm specializing in direct hire accounting, finance, and human resources positions throughout the metro Houston, TX, area. Positions include, but are not limited to, Chief Financial Officer, Chief Accounting Officer, Director of Accounting, VP of Accounting, Controller, Assistant Controller, Accounting Manager, Accounting Supervisor, Finance Manager, FP&A Manager, Treasurer, Senior Accountant, Senior Financial Analyst, Director of Human Resources, and Human Resources Manager.

Founded in 2020, Monarch Talent Solutions is committed to helping clients and candidates with career opportunities by simply being relatable. Recruitment doesn’t need to be so transactional, and with our humanized approach and discipline, we are committed to redefining your recruitment experience with transparency, honesty, and integrity.

Stay current with the Houston job market, including career opportunities, market trends, job search tips, and more, by following Monarch on LinkedIn here: https://www.linkedin.com/company/monarch-talent-solutions-llc

At Monarch, we put humanity back into hiring.