Remote Senior Tax Manager: Multi-Client Planning

Catalyst Family Office, LLC; Austin (TX); Híbrido; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonuses

401k with company match

Medical, dental, vision plans

Wellness programs

Descripción de la vacante

Catalyst Family Office, LLC in Austin, TX seeks a seasoned Tax Manager to lead complex tax engagements for ultra‑affluent clients, coordinating multi‑stream projects and collaborating with other service lines such as EMFR, philanthropy, estate planning, and risk management. You will manage engagement teams, provide tax planning and entity structuring, develop budgets, and mentor staff while maintaining top‑quality deliverables.

Partial remote work is available as part of a hybrid model.

Formación

• Bachelor’s degree in accounting; Master’s in Taxation preferred.
• 5+ years of tax compliance experience for ultra-affluent individuals and entities.
• Active CPA or Enrolled Agent.
• Proficiency in tax technology preparation and reporting software (BNA Income Tax Planner, Checkpoint RIA, CCH Axcess Tax, MS Office).
• Excellent analytical and problem-solving abilities; experience leading teams.

Responsabilidades

• Assist in managing client engagement teams, direct work-flow and provide in-depth compliance and consulting services to clients.
• Work closely with the tax team and partner group to provide tax planning, entity structuring and multifaceted solutions to help clients achieve their goals.
• Assist in developing budgets, determine resource requirements, and direct / monitor engagements.
• Train, motivate and develop staff, senior, and supervisor level professionals.
• Assist in preparing quarterly billing and annual retainer for clients.
• Assist in developing budgets, determine resource requirements, and direct / monitor engagements.

Conocimientos

Tax planning

Entity structuring

Team leadership

Budgeting

Billing coordination

Analytical thinking

Educación

Bachelor's degree in accounting

Master's in Taxation preferred

Herramientas

BNA Income Tax Planner

Checkpoint RIA

CCH Axcess Tax

Excel (Advanced)

Descripción del empleo

Catalyst Family Office, LLC in Austin, TX seeks a seasoned Tax Manager to lead complex tax engagements for ultra‑affluent clients, coordinating multi‑stream projects and collaborating with other service lines such as EMFR, philanthropy, estate planning, and risk management. You will manage engagement teams, provide tax planning and entity structuring, develop budgets, and mentor staff while maintaining top‑quality deliverables.

Partial remote work is available as part of a hybrid model.