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: Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: No Travel Required
Required Education: Bachelor's degree (4-year degree)
