Tax Manager- High Net Worth
Job Description
My client, a midsize CPA firm in Austin, TX, is seeking a Tax Manager with extensive experience working with HNW Individuals. The ideal candidate will have experience in ALL of the following areas: high-net-worth individuals, trusts, gift tax, estate tax issues, and family-limited partnerships/investment partnerships.
The firm prefers a candidate local to the Austin area, but a remote arrangement is an option under the right circumstances.
What You’ll Be Doing
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.
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Job Requirements
What We’re Looking For:
- 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, and family-limited partnerships/investment partnerships. NEED TO HAVE EXPERIENCE WITH ALL OF THESE.
- CPA certification
- Excellent research skills and strong written and verbal communications and people skills
- Excellent technology, project management and presentation skills
- Advanced degree in taxation preferred
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