Tax Services Manager

Hub International Insurance•Austin, TX

13h•$90,000 - $110,000•Hybrid

About The Position

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high net worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial peace of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. Job Purpose: The Tax Manager plays a critical role in supporting our clients and internal operations by overseeing all tax-related functions in preparation of personal, S-Corporation, partnership, private foundation and gift tax returns. This individual will collaborate closely with our wealth advisors to deliver integrated tax planning as part of our holistic approach to client wealth management. The successful tax manager will be driven to grow professionally with a strong team mentality. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Have an entrepreneurial spirit and are challenged by the opportunity to grow the business Are focused on learning and development to enhance your industry knowledge and expertise Are a self-starter willing to invest time and energy to learn the technical aspects of our business Believe in integrity and building success by developing relationships with others.

Requirements

3+ years of related experience
Bachelor’s degree, Accounting or Finance
Active PTIN
Deep knowledge of individual income tax, capital gains, estate and gift tax, and trust taxation
Experience with investment-related tax matters including partnership K-1s, qualified dividends, and wash sale rules
Strong understanding of retirement account taxation and planning strategies
Excellent communication skills with the ability to explain complex tax concepts to non-tax professionals and clients
High attention to detail and commitment to accuracy

Nice To Haves

CPA or EA preferred

Responsibilities

Partner with wealth advisors to develop tax-efficient investment strategies for high-net-worth clients, including asset location optimization, tax-loss harvesting, and capital gains management
Provide guidance on the tax implications of portfolio decisions, concentrated stock positions, and liquidity events
Support planning around estate and gift tax strategies, charitable giving vehicles, and generational wealth transfer
Advise on retirement account strategies including Roth conversions, required minimum distributions, and qualified charitable distributions
Analyze tax considerations for business owners, including entity structuring, qualified small business stock exclusions, and exit planning
Stay current on tax law changes affecting high net worth individuals and communicate relevant updates to the advisory team and clients
Build and maintain client relationships aimed at client retention
Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
Present complete, timely and accurate client deliverables
Compliance with the Firm’s quality control standards
Additional projects, furthering the service of clients, as needed