Tax Services Manager

HUB International Limited

Austin, TX, US
Base: $90,000-$110,000 py; bonus: 15% discretionar...
Hybrid
Deep knowledge of individual income tax
Experience with investment-related tax matters
Strong understanding of retirement account taxation
The Tax Manager plays a critical role in supporting clients by overseeing all tax-related functions including personal, S-Corporation, partnership, private foundation, and gift tax returns

Job Summary

  • The Tax Manager plays a critical role in supporting clients by overseeing all tax-related functions including personal, S-Corporation, partnership, private foundation, and gift tax returns.
  • This position offers a competitive compensation package of $90,000-$110,000 plus a 15% discretionary yearly bonus along with comprehensive benefits including medical, dental, vision, and 401(k) match.
  • The successful candidate will partner closely with wealth advisors to develop tax-efficient investment strategies and provide guidance on estate planning and retirement account strategies for high-net-worth individuals.

Matching Summary

The Tax Manager plays a critical role in supporting clients by overseeing all tax-related functions including personal, S-Corporation, partnership, private foundation, and gift tax returns.

Salary

Base: $90,000-$110,000 per year; Bonus: 15% discretionary yearly bonus; Benefits: Medical, Vision, Dental, 401(k) plus match, STD, Life Insurance, parental leave

Skills & Requirements

Must-have

  • Deep knowledge of individual income tax
  • Experience with investment-related tax matters
  • Strong understanding of retirement account taxation
  • Ability to explain complex tax concepts
  • High attention to detail and accuracy

Nice-to-have

  • Entrepreneurial spirit and growth mindset
  • Team collaboration and healthy culture
  • Desire to help others protect their future
  • Self-starter willing to learn technical aspects
  • Commitment to integrity and relationship building

Key Requirements

  • 3+ years of related experience
  • Bachelor's degree in Accounting or Finance
  • CPA or EA preferred
  • Active PTIN required

Work Rights

Not specified

Tailored Resume

Cover Letter