Tax Manager - 3472487

Taltran Global is working with a highly successful and privately held family enterprise with diversified global operations and is seeking a Tax Manager 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 Manager 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/Desired 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