Tax Manager - High Net Worth Individuals

May 1, 2023

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Maxwell Locke & Ritter LLP

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Our proven expertise uniquely qualifies us to find solutions and add value to our clients as their strategic partner.

Accounting • Auditing • Taxes • Due Diligence • Family Office

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Description

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 Austin-based 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 5 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 families 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 • Advanced degree in taxation preferred

Benefits

• 22 days PTO (increases with firm tenure), 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 • Many more perks and benefits