Agile Income Tax LLC is a growing tax firm located in Montgomery, Texas, serving individuals, families, entrepreneurs, closely held businesses, and international clients. We provide far more than traditional tax preparation. Our practice includes proactive tax planning, IRS representation, international tax matters, foreign-owned U.S. businesses, ITIN applications, FIRPTA transactions, cross-border tax issues, and complex entity structures. We focus on building long-term client relationships and delivering practical, responsive tax advice.
We're serious about serving our clients—but we don't take ourselves too seriously. We work hard, hold ourselves to high professional standards, and genuinely enjoy what we do. Our team is collaborative, supportive, and always willing to jump in to help one another. We enjoy solving challenging tax issues, learning from each other, celebrating successes, and occasionally debating obscure sections of the Internal Revenue Code over lunch.
No two days look exactly the same. One day you may be helping a local business owner with tax planning, the next assisting a foreign investor with a U.S. reporting requirement, responding to an IRS notice, or researching a complex tax issue. If you're looking for a highly corporate environment, we probably aren't the right fit. If you enjoy interesting tax work, smart coworkers, and a team that likes to laugh while delivering exceptional client service, you'll fit right in.
About the Role
Agile Income Tax LLC is seeking an experienced Tax Manager to join our leadership team in Montgomery, Texas.
Highly experienced candidates may be considered at the Senior Tax Manager level based on technical expertise, leadership experience, and client management skills.
This is a unique opportunity to become the firm's first Tax Manager. We're looking for someone who wants more than a review role—someone who enjoys building client relationships, mentoring staff, improving processes, and helping shape the future of a growing tax practice. You'll work directly with firm leadership and have the opportunity to make a meaningful impact on how the firm continues to grow.
The Tax Manager will play a key role in the firm's tax practice by:
- Reviewing federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts, and related entities
- Providing proactive tax planning and advisory services to business owners, closely held businesses, individuals, families, and international clients
- Managing client relationships and serving as a trusted tax advisor
- Supervising, mentoring, and developing staff
- Managing tax engagements from planning through completion
- Reviewing tax returns, workpapers, and supporting documentation for accuracy, completeness, and technical quality
- Researching complex tax issues and communicating practical solutions to clients and staff
- Assisting with IRS notices, tax projections, estimated tax payments, and year-end planning
- Helping improve workflow, review procedures, client service standards, and internal tax processes
- Working directly with firm leadership on strategic initiatives and the continued growth of the firm
Qualifications
We are seeking a technically strong tax professional who enjoys client interaction, mentoring others, and taking ownership of client engagements.
- Active CPA license required
- Significant experience reviewing complex individual and business tax returns
- Strong knowledge of federal taxation affecting closely held businesses and their owners
- Experience reviewing returns for individuals, partnerships, S corporations, C corporations, trusts, and related entities
- Strong organizational skills with the ability to manage multiple engagements and deadlines
- Excellent written and verbal communication skills
- Experience supervising, training, and reviewing staff
- Professional judgment, attention to detail, and a practical client-service mindset
- Bilingual English and Spanish preferred (spoken and written)
Please note: This position requires an active CPA license. Candidates holding only an EA credential will not be considered.
Preferred Experience
- Previous Tax Manager experience or strong Senior Tax Associate/Tax Supervisor experience with readiness to step into management
- Experience with tax planning for business owners, partnerships, S corporations, real estate investors, and high-income individuals
- Experience with international tax matters, foreign-owned U.S. entities, nonresident taxation, or cross-border tax issues is a plus, but not required
- Experience using professional tax, research, and workflow software
- Interest in helping build and improve firm processes
- Ability to build long-term client relationships and identify meaningful tax planning opportunities
Benefits
At Agile Income Tax LLC, we invest in our people by offering a comprehensive benefits package that supports your health, professional development, and long-term success.
Our benefits include:
- Employer-paid PPO medical insurance
- Optional dental and vision coverage
- 401(k) and Roth 401(k) with company match up to 4%
- Generous paid time off
- Paid holidays
- Two additional weeks of paid time off during our year-end office closure
- Employer-paid life insurance
- Paid Continuing Professional Education (CPE)
- Paid CPA license renewal
- Company-sponsored team outings and social events during the off-season
- Professional, collaborative, and family-oriented work environment
Why Join Agile?
This is an opportunity to do much more than review tax returns. You'll have the chance to build lasting client relationships, mentor staff, influence firm processes, and help shape the future of a growing tax practice where your ideas matter.
As a Tax Manager at Agile Income Tax LLC, you'll have the opportunity to:
- Work directly with firm leadership
- Build lasting relationships with clients
- Lead tax planning, tax review, workflow, and staff development
- Help improve firm processes and efficiency
- Influence the continued growth and direction of the firm
- Solve challenging tax issues while providing practical advice to clients
- Work with a diverse client base that offers exposure to business, individual, real estate, international, and cross-border tax matters
- Help establish standards and processes for the firm's first Tax Manager role
- Be part of a collaborative team that enjoys working together and supporting one another
- Enjoy reasonable work-life balance outside of peak filing seasons
We're looking for someone who takes pride in doing quality work, enjoys helping others grow, and wants to be part of a team that works hard, laughs often, and genuinely enjoys coming to work each day.
Schedule / Location
- Full-time position based in Montgomery, Texas
- Local candidates in Montgomery, Conroe, The Woodlands, Magnolia, Willis, Spring, Tomball, and the North Houston area are encouraged to apply
- Primarily in-office with flexibility, when practical, based on workflow, client needs, and seasonality
- Reasonable work-life expectations outside of peak filing seasons
Pay: $90,120.97 - $108,532.78 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
License/Certification:
Work Location: In person
