Tax Consulting Manager
hace 2 semanas
Taltran Global is working with a highly successful and privately held family enterprise with diversified global operations and is seeking a Tax Director to join its Family Office in greater Houston. The organization manages substantial investments and assets for high-net-worth individuals and family members, maintaining a long-standing reputation for stability, integrity, and growth.
The Tax Director will play a key role in overseeing individual and family-related tax compliance and planning, coordinating with external advisors, and optimizing tax strategies across the family’s holdings. This is an excellent opportunity for a technically strong, relationship-oriented tax professional who thrives in a close-knit, sophisticated environment.
Role Summary:
Preparing and reviewing Family Office accounting records
Preparing and reviewing individual tax returns, ensuring accuracy and compliance with applicable tax laws and regulations
Building impactful relationships as the individual tax representative with the Family Office, and the owners
Collaborate with Core Business tax professionals within the organization to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax jobs
Building and maintaining working relationships with tax consulting firms
Optimize owners’ personal income tax position
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
Mentoring and coaching Family Office accountants and related team members for US tax requirements
Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise
This is an onsite role
Qualifications:
~ Bachelor’s degree in accounting or equivalent field is required
~6+ to 8 years of tax compliance and/or tax consulting experience in public accounting or public/Corporate mix in individual taxation
Preferred Qualifications:
Master’s degree in taxation or relevant field
Experience with high-net-worth individual taxations
Experience with Cross board individual tax transactions
CPA or IRS Enrolled Agent Certification preferred
CFP is desired
Bilingual (English and Spanish) is desired
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