Tax Manager - High Net Worth Individuals & Family Groups (In-Person, Hybrid, OR Remote)

Atchley & Associates, LLP

$115K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 7 years of tax experience at a public accounting firm (Big 4, national, or large local preferred)
  • Proven experience in tax consulting and compliance for high-net-worth individuals and family groups
  • Active CPA certification required
  • Strong research, written, and verbal communication skills
  • Highly developed technology and project management competencies
  • Commitment to exceptional client service and continuous professional development
  • Preference for candidates valuing in-person collaboration

Responsibilities

  • Lead tax engagements from inception to completion for clients
  • Manage client tax deadlines and compliance requirements
  • Analyze billing and collections related to client engagements
  • Coach and mentor junior associates for team growth
  • Facilitate client consultations and tax planning sessions

Benefits

  • 22 days of PTO, increasing with tenure, plus 8 paid holidays
  • Paid parental leave and bereavement leave
  • Annual profit-sharing bonus
  • 401(k) with profit-sharing contributions
  • Comprehensive medical, dental, vision, and disability insurance options
  • Employee assistance program
  • Continuing education opportunities and additional perks
Full Job Description
Tax Manager - High Net Worth Individuals & Family Groups (In-Person, Hybrid, OR Remote)

Department: Tax
Location: Austin and/or Round Rock, TX
Remote Eligible: All US states excluding New York, California, Michigan and Montana
Compensation: Starting at $115,000 - Commensurate with Experience

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.

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
  • CPA certification
  • Excellent research skills and strong written and verbal communications and people skills
  • Excellent technology, project management, and presentation skills
  • A strong commitment to delivering exceptional client service, with the drive to continually deepen expertise
  • Strong preference for local candidates who value in-person collaboration
  • Advanced degree in taxation preferred
How You Can Grow
Unlike traditional accounting firms, our people create their own personalized career paths that align with their strengths, interests and goals, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we'll assist you with finding a career path that works for you.

We have a strong history of promoting within - 25 of 26 current partners were promoted to partner after demonstrated success at the firm. Regardless of your path, we provide tools to help you succeed.

What Sets Us Apart
We're redefining what it means to work in public accounting by:
  • Instilling the belief that "No success at work is worth failure at home," while recognizing everyone's version of "home" is unique to them
  • Leaning on our core values and showing genuine care and concern for one another
  • Empowering our people to do what's best for them, while providing exceptional client service
  • Cultivating an environment that allows our people to thrive personally
  • Investing in the professional growth of our people
Want to see it for yourself? Check out our Instagram ([redacted]) and watch this video to learn about the employee experience at ML&R.

What We Offer:
  • PTO: 22 days (increases with firm tenure) plus 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
  • Many more perks and benefits
Employees must work a minimum of 30 hours a week to be eligible for the following benefits: Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.

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