Tax Supervisor

Overview

Catalyst Family Office is a premier professional services firm providing an integrated suite of financial advisory, tax, and reporting insight to ultra-affluent individuals and families. The firm is known for their work on behalf of highly entrepreneurial and tech savvy wealth owners, helping them manage their sophisticated and complex wealth challenges.

Responsibilities

• Assist in managing, developing, and coaching tax interns, associates and tax senior associates.
• Provide tax compliance and consulting services to individuals, trusts, and not-for-profit clients.
• Review federal, state and local tax notices and to draft responses.
• Conduct tax research.
• Foster and exemplify collaborative working relations with all firm members.

Qualifications

• Bachelor’s degree in accounting, or Master’s in Taxation preferred.
• 5 years or more full time work tax compliance experience in individual, partnership, trust and not-for-profit entities.
• Active CPA license (or working towards to become one) 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.
• 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, 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.