Tax Manager - L&H CPAs and Advisors

About Us

At L&H CPAs and Advisors, we prioritize a client-centric approach that drives business growth and financial security for our clients. As one of Dallas' premier accounting firms for private businesses and high-net-worth families, our focus is to build and maintain strong client relationships, providing valuable accounting, tax compliance, planning, and forward-looking advisory services. Our success is rooted in the expertise, commitment, and passion of our team members.

L&H offers a full suite of services, including accounting, tax planning, CFO services, business consulting, and wealth advisory, ensuring clients receive holistic support for all financial needs. By fostering a collaborative and innovative work environment, we empower our team to deliver top-tier services that create lasting impacts.

L&H is an ideal fit for candidates seeking a dynamic team that encourages ownership, professional growth, and meaningful client relationships.

Core Values

• Client First: Our clients are the center of everything we do.
• Ownership: We hold ourselves accountable for delivering exceptional results.
• Growth Mindset: We continuously seek to improve the firm and ourselves through learning and adaptability.

About the Role

The Tax Manager will play a central role in managing tax compliance and consulting services for a diverse portfolio of clients, including businesses ranging from private companies to high-net-worth individuals. This role involves direct oversight of a team of tax professionals, ensuring high standards in client service, compliance, and project management. The ideal candidate will be a proactive leader with experience in people and project management, deadline-driven execution, and maintaining a client-first approach.

With a demonstrated record of success, this role provides substantial opportunities for advancement and partnership in a rapidly growing firm. Occasional travel may be required for specific client engagements and industry conferences.

Responsibilities

• Lead and Manage Engagements: Oversee tax compliance and consulting projects from start to finish, coordinating with internal teams to meet all deadlines and client expectations.
• Client Relationship Management: Serve as the primary contact for clients, ensuring clear, consistent communication and timely delivery of accurate tax solutions.
• Team Leadership and Development: Supervise and guide teams of tax professionals on client engagements, facilitating training and supporting individual growth.
• Compliance and Technical Expertise: Maintain strong knowledge of federal and state tax laws, partnership taxation, and the latest industry standards, ensuring all work adheres to the highest compliance standards.
• Project Oversight and Process Improvement: Manage project budgets, monitor engagement metrics, and recommend process improvements to enhance team efficiency and client satisfaction.
• Technology and Innovation: Leverage modern tools and tax technologies to enhance client service delivery and increase firm efficiency.
• Professional Integrity: Uphold L&H's respectful and professional work environment, fostering a collaborative and inclusive culture.

Requirements

• Educational Background: Bachelor's Degree in Accounting, Finance, or a related field (required); CPA license required; Master's Degree a plus.
• Professional Experience: Minimum of 7 years in public accounting with most of that experience focused on tax.  Significant experience with people and project management.
• Technical Skills: Proficiency in MS Office applications and tax preparation software (experience with multiple tax software programs is a plus).
• Client-Facing Experience: Proven track record as the primary client contact, adept at working directly with client leadership on complex tax matters.
• Leadership and Team Development: Demonstrated experience leading teams, mentoring junior staff, and fostering a high-performance culture.
• Deadline-Oriented: Ability to prioritize multiple projects and consistently achieve deadlines, especially for client deliverables.
• Communication Skills: Exceptional written and verbal skills, with the capacity to convey complex information to clients and team members effectively.
• Commitment to Growth: Strong client-service mindset, proactive problem-solving skills, and the ability to adapt and innovate in a dynamic work environment.
• Willingness to Travel: Occasional travel may be required for specific client engagements.

Benefits

• Medical, Dental, Vision
• Paid holidays and vacation/sick leave
• Retirement benefits – 401K
• Competitive compensation, commensurate with experience
  
  Compensation
  Competitive salary based on experience
  Employment Type
  Full-Time

At L&H CPAs and Advisors, we believe that investing in our people is an investment in our firm's future. If you are an experienced tax professional with proven management, leadership, and project execution skills, we invite you to apply and join our team as we grow together to deliver exceptional service to our clients.