Senior Tax Manager - High-Net-Worth Client Strategy

Mission Wealth; Austin (TX); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth, a Barron’s Top 100 RIA firm and Best Places to Work awardee, is seeking a growth-minded Tax Manager to join our award-winning team in Austin. You will review and prepare income, trust, and gift tax returns, collaborate with clients and advisory teams to implement tailored tax strategies, and mentor junior tax associates.

This role demands client-centric consulting for high-net-worth individuals.

Qualifications

• 8+ years of proven tax accounting experience; CPA required.

Responsibilities

• Review and prepare income, trust, and gift tax returns.

Skills

Tax accounting

Client relationship management

Research capabilities

Attention to detail

Time management

Mentoring staff

Interpersonal skills

Education

CPA certification

Tools

Tax software

Job description

Mission Wealth, a Barron’s Top 100 RIA firm and Best Places to Work awardee, is seeking a growth-minded Tax Manager to join our award-winning team in Austin. You will review and prepare income, trust, and gift tax returns, collaborate with clients and advisory teams to implement tailored tax strategies, and mentor junior tax associates.

This role demands client-centric consulting for high-net-worth individuals.