Job Title: Tax Services Manager

Compensation: $130,000-$150,000 plus 10% yearly discretionary bonus

Location: Austin, TX or Richmond, VA

Workplace Type: Hybrid

Supervisor: Director of Tax Services

Employment Type: Full-Time | Hybrid

Job Purpose:

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.

Duties and 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

Qualifications:

• 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
• Experience working within or alongside a wealth management or financial planning environment preferred
• Ability to work extended hours during tax season (January–April and other peak periods)

Featured Benefits:

• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Monday-Friday (8am-5pm)
• 2 weeks of vacation, sick leave, personal days, and floating holiday’s
• Hybrid schedule after successful training period

Travel: 

• No Travel required