Search Services · 2 weeks ago
VP Tax and Accounting
Houston, TX
Full-time
Onsite
Mid, Senior Level
6+ years expSearch Services is a growing financial services company headquartered in central Houston that serves the ultra–high-net-worth community. They are seeking a Vice President, Tax to lead the Tax Department and oversee the firm’s tax function, managing compliance, planning, and client-facing responsibilities while providing leadership and training to the tax team.
AccountingFinanceRecruitingStaffing Agency
Responsibilities
Lead and oversee the Tax Department, including direct supervision of Tax Managers, Accountants, and support staff
Coordinate with outside partners and CPA firms to ensure accurate and timely preparation of federal and state partnership returns, extensions, and K-1 distributions
Review ownership changes year over year to ensure accurate K-1 allocations
Oversee services including payroll, bill pay, QuickBooks accounting, budgeting, and cash flow projections
Review client-prepared federal and state tax returns (individual, trust, estate, gift, and private foundation)
Ensure accuracy of CPA-prepared Trust Accounting Income (TAI) calculations
Prepare estate and gift tax filings (Forms 706/709) with supporting valuation workpapers
Coordinate with outside CPA firms on high-net-worth client tax returns, ensuring accuracy and planning opportunities
Review CPA-prepared returns for consistency, accuracy, and compliance
Ensure timely filing of all federal/state tax returns and estimated payments
Represent clients in IRS and state audits, correspondence, and resolution of tax matters
Partner with the Executive Team on budgeting, cash flow, and strategic tax planning initiatives
Oversee client invoicing for tax-related services, ensuring accurate time tracking and billing
Stay current on tax law changes to ensure compliance across all filings and documents
Qualification
Required
CPA license (required)
Minimum of 6 years of public accounting experience (more desirable)
Proficiency in QuickBooks, Excel, and Word
Strong communication skills and attention to detail
Excellent interpersonal skills with the ability to multitask and manage special projects effectively
Company
Search Services
Search Services means that human capital is a more critical asset than financial capital, but that the goal is to be a high connection.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tony Gray
Managing Partner & CEO
David Young
Senior Partner
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