Tax Manager - High Net Worth Individuals & Family Groups (In-Person, Hybrid, OR Remote)
Overview
This role is for a Tax Manager – High Net Worth Individuals & Family Groups. The position is in-person, hybrid, or remote.
Location
- Austin and/or Round Rock, TX
- Remote Eligible: All US states excluding New York, California, Michigan and Montana
Compensation
- Starting at $115,000 – Commensurate with Experience
Responsibilities
- Lead client tax engagements from start to finish
- Use technical tax experience to support clients with tax compliance requirements
- Lead the consulting and planning process for clients
- Manage client tax deadlines and filing requirements
- Analyze billing/collections related to client engagements
- Coach and mentor junior associates
- Support fast professional development in a team-oriented environment with limited travel expectations
Requirements
- Minimum of 7 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm)
- Experience providing tax consulting and compliance services to high-net-worth individuals and family groups, including personal, estate/gift & trust tax returns
- CPA certification
- Excellent research skills
- Strong written and verbal communication skills and people skills
- Strong technology, project management, and presentation skills
- Commitment to delivering exceptional client service and continually deepening expertise
- Strong preference for local candidates who value in-person collaboration
- Advanced degree in taxation preferred
Compensation & Benefits
- PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
- Paid parental leave and paid bereavement leave
- Annual bonus through profit-sharing plan
- 401(k) plan including profit-sharing contribution
- Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
- Employee assistance program
- Continuing professional education
- Many additional perks and benefits
Benefit eligibility note: Employees must work a minimum of 30 hours a week to be eligible for the following benefits: Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.
Equal Employment Opportunity
The employer provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.