Position Summary
Local tax practice in need of a Tax Senior. Will manage day-to-day operations and a team of 6. The Senior coordinates tax, accounting, and financial services to individuals and small/medium businesses. This includes financial planning, investment strategy, and implementation. The individual will manage existing client relationships, engage in new business development activities, and provide investment and financial planning advice. They will oversee the daily operation of the Houston branch. The ideal candidate should excel in business development, building a pipeline, and fostering existing client relationships. Strong communication skills and the ability to be a team player are essential.
Duties and Responsibilities
- Leads client engagements and delivers effective and appropriate advice.
- Serves as lead relationship manager to clients or as a backup when needed.
- Actively listens to client concerns and needs.
- Proactively communicates, educates, and builds consensus around appropriate techniques, considering client’s goals, time frames, and risk tolerance.
- Assists in the implementation of planning techniques with clients and advisors.
- Effectively prepares for quarterly client meetings, including agenda and action items development.
- Fosters a spirit of teamwork and respect within operational teams.
- Manages highly organized Practice Management activities, including creating, implementing, and updating individual Practice Management Plans.
- Participates in practice management meetings and training programs.
- Grows client base through intentional Practice Management activities and pursues new client leads locally and in assigned markets.
- Builds strong relationships with client advisors.
- Anticipated travel is 10-20%.
Qualifications
- Bachelor’s degree in Business or related field; CFP is a plus.
- Additional professional designations such as CPA, JD, LLM, PFS are beneficial.
- Minimum of 5 years’ experience in Tax/financial services industry leading client engagements.
- Proven track record of consistent business development.
- Strong working knowledge of state/federal tax, accounting, financial planning techniques, investments, and income/estate taxes.
- Effective Practice Management leader with high integrity.
- Team player able to work in close collaboration.
- Excellent written and verbal communication skills with strong interpersonal skills.
- Detail-oriented with excellent organizational skills.
- Capable of multi-tasking in a high-stress, fast-paced environment.
Education
Location
- Houston, TX (In-person Preferred)
License
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