Client Engagement Leader - Houston

We’re on the hunt for a Director who’s ready to build, lead, and leave a legacy.

If you’re the kind of person who thrives in open spaces (mentally, not just physically), loves big challenges, and sees blank slates as opportunity, not stress, you just might be the leader we’ve been waiting for.

We’re not here to hand you a binder of outdated SOPs. We’re here to give you the runway to build something real. You’ll shape strategies, own outcomes, and help lay the foundation as we rise. If you’ve got the technical expertise, the vision, and the courage to try new things, we’ve got the stage.

What Your Day Will Look Like

You will be leading a consulting team to provide the highest-level service to clients through accurate data analysis and industry-leading results throughout the property tax cycle. They will provide strong client engagement skills and be able to teach those skills and hold others accountable for those skills. They have a keen eye for detail and an intuition to see things others do not. In general, you can expect to:

Client & Project Management
 

• Oversee and manage multiple client engagements, serving as the primary point of contact.
• Conduct high-level tax consulting, including research, contract reviews, refund reviews, and valuation assessments.
• Negotiate with government officials to secure favorable tax outcomes for clients.
• Prepare and analyze tax documents, work papers, and applications to determine tax liability and exposure.
• Maintain strong client relationships through ongoing communication and strategic consultation.

• Identify and develop opportunities for new business and add-on services with existing clients.
• Collaborate with internal business development teams to acquire and retain clients.
• Represent Merit Advisors at industry events, client meetings, and professional networks to expand market presence.

• Supervise, mentor, and train a team of professionals to execute client engagements efficiently.
• Delegate and manage workloads to ensure optimal team performance and project execution.
• Conduct performance evaluations, provide feedback, and lead recruitment efforts as needed.

• Apply deep industry knowledge to provide insights and solutions that maximize client value.
• Stay up to date on relevant tax regulations and industry trends to ensure compliance and best practices.
• Utilize analytical skills to solve complex problems and drive strategic decision-making.

• Strong leadership and team management abilities.
• Excellent communication skills, with the ability to engage with C-suite executives, government officials, and staff.
• High level of strategic thinking and problem-solving capabilities.
• Ability to handle large workloads, delegate effectively, and ensure project success.
• Goal-driven and persistent in achieving business development objectives
• Working well independently and as part of a team while building strong internal and external working relationships.
• Managing your time well and prioritizing tasks effectively.

• Education: Bachelor’s degree required (Accounting, Finance, Business, or related field).
• Experience: 10-12+ years of relevant experience, preferably in tax consulting, finance, or a related field.
• Certifications: CPA or CMI preferred.
• Exceptional Excel Skills
• Experience in the energy industry is preferred.

We ask a lot of our employees, so in turn we provide the opportunity to collaborate with talented colleagues, career advancement opportunities, competitive salary, investment in learning/training, PTO, healthcare benefits, and matching 401(k). At Merit, you will enjoy company-sponsored events and the flexibility to manage your work/life balance.