Tax Manager - High Net Worth Individuals & Family Groups (In-Person, Hybrid, OR Remote)

Department: Tax • Location: Austin and/or Round Rock, TX • Remote Eligible: All US states excluding New York, California, Michigan and Montana

About the role

As a tax manager, you will lead client tax engagements from start to finish, utilizing your prior technical experience to help clients navigate their tax compliance requirements as well as leading the consulting and planning process. You will be responsible for managing the client’s tax deadlines, filing requirements, and analyzing billing/collections related to the client engagement. Coaching and mentoring junior associates are important in this role, as the growth of all team members is important to the growth of our practice. This role presents a unique opportunity for fast professional development, learning and growing in a team-oriented group with limited travel expectations.

Responsibilities

• Lead client tax engagements from start to finish
• Provide tax consulting and compliance services to high-net-worth individuals and family groups, including personal, estate/gift, and trust tax returns
• Manage client tax deadlines and filing requirements
• Analyze billing and collections related to client engagements
• Coach and mentor junior associates

Requirements

• Minimum of 7 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm)
• CPA certification
• Excellent research skills and strong written and verbal communication and people skills
• Strong technology, project management, and presentation skills
• Commitment to delivering exceptional client service and drive to continually deepen expertise
• Strong preference for local candidates who value in-person collaboration

Qualifications

• Experience providing tax consulting and compliance services to high-net-worth individuals and family groups
• Advanced degree in taxation preferred

Benefits

• 22 days PTO (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 (cafeteria plan including medical and dependent care flexible spending accounts), dental, vision, term-life, accidental death and dismemberment, short-term disability, long-term disability
• Employee assistance program
• Continuing professional education
• Many more perks and benefits

Pay

Starting at $115,000