Tax Services Manager

HUB International•McLean, VA

5d•$130,000 - $150,000•Hybrid

About The Position

The Tax Services Manager manages a client base of high-net-worth individuals and their related trusts and businesses. This role serves as the primary point of accountability for tax quality, client satisfaction, and team development within a wealth management environment where tax strategy is tightly integrated with financial planning. 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

Bachelor's degree in Accounting, Finance, or related field required; CPA strongly preferred
PTIN required
Minimum 5 years of progressive tax experience, including at least 2 years in a supervisory or lead role
Experience preparing and reviewing complex individual and business returns in a client-facing environment
Strong knowledge of high-net-worth tax strategies including deferred compensation, investment taxation, and entity structuring
Proficiency in tax software such as CCH Axcess
Excellent communication skills with the ability to simplify complex tax concepts for clients
Demonstrated ability to manage multiple deadlines and prioritize effectively during peak periods
Ability to work extended hours during tax season (January–April and other peak periods)

Nice To Haves

Experience working within or alongside a wealth management or financial planning environment preferred

Responsibilities

Oversee preparation and review of complex tax returns including individual (1040), S-Corp (1120S), partnerships (1065), C-Corp (1120), estates and trusts
Review returns prepared by Tax Associates and provide technical feedback and coaching
Serve as primary relationship manager for assigned client base, delivering proactive tax planning and advisory services
Collaborate with wealth management advisors to integrate tax strategy into holistic client financial plans
Manage tax deadlines, workflow, and capacity planning across the team throughout the calendar year
Conduct proactive mid-year and year-end tax planning sessions with clients
Ensure quality control and technical accuracy across all client deliverables
Stay current on federal and state tax law changes and communicate implications to clients and team members
Support business development by identifying opportunities to expand tax and bookkeeping services within the existing client base
Partner with leadership on process improvements, technology adoption, and department goals