Tax Manager

Responsibilities

• Assist in managing client engagement teams, direct work-flow and provide in-depth compliance and consulting services to clients.
• Work closely with the tax team and partner group to provide tax planning, entity structuring and multifaceted solutions to help clients to achieve their goals.
• Assist in developing budgets, determine resource requirements, and direct / monitor engagements.
• Train, motivate and develop staff, senior, and supervisor level professionals.
• Assist in preparing quarterly billing and annual retainer for clients.

Qualifications

• Bachelor’s degree in accounting, or Master’s in Taxation preferred.
• 5 years or more full time work tax compliance experience in ultra-affluent individuals and families, partnership, trust and not-for-profit entities.
• Active CPA or Enrolled Agent.
• Proficiency in common tax technology preparation and reporting software (BNA Income Tax Planner, Checkpoint RIA, CCH Axcess Tax, MS Office(advanced excel capabilities)).
• Excellent analytical and problem-solving abilities.
• Experience in leading and mentoring successful and engaged teams.
• Multi-State, foreign income reporting or gift & estate tax experience.
• Equity compensation (stock options, restricted stock 10b5-1 plans), complex capital transaction experience.
• Demonstrate strong organization skills and attention to details.
• Good communication skills.
• A desire to contribute, learn, and grow at Catalyst Family Office.

What we offer

• Primary office in Austin, TX. with partial remote work availability.
• Catalyst Family Office is an employer of choice in maintaining competitive market salaries and benefits, including: individual and team bonuses, 401k plan and company-matching contributions, and a full range of medical, dental, vision, and other wellness plans.
• Salary and overall compensation are commensurate with individual experience and qualifications, as well as market conditions.