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

Maxwell Locke & Ritter • Austin, TX

6h • $115,000 • Hybrid

About The Position

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.

Requirements

• A 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 and strong written and verbal communications and people skills
• Excellent technology, project management and presentation skills

Nice To Haves

• Advanced degree in taxation preferred

Responsibilities

• Lead client tax engagements from start to finish
• Help clients navigate their tax compliance requirements
• Lead the consulting and planning process
• Manage the client’s tax deadlines and filing requirements
• Analyze billing/collections related to the client engagement
• Coach and mentor junior associates

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
• Hybrid, flexible scheduling
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees