Tax Manager

Catalyst Family Office; Austin (TX); Hybrid; USD 115,000 - 165,000; Full time

Benefits offered by this job

Partial remote work

Competitive compensation

Job summary

Catalyst Family Office in Austin seeks a Tax Manager to lead tax engagements for ultra-affluent clients, coordinating multiple work streams across the tax practice. You will partner with EMFR, philanthropy, estate planning, and risk services to deliver integrated client solutions.

The role emphasizes senior-level leadership, compliance, and tax planning, with direct involvement in mentoring staff and optimizing engagements.

Qualifications

• 5+ years full-time tax compliance experience in ultra-affluent individuals and families, partnerships, trusts, and not-for-profit entities.
• Active CPA or Enrolled Agent.
• Proficiency in tax technology preparation and reporting software.
• Strong organizational skills and attention to detail.
• Experience in equity compensation and complex capital transactions.

Responsibilities

• Assist in managing client engagement teams and direct workflows.
• Provide in-depth compliance and consulting services to clients.
• Work with partners to provide tax planning and entity structuring solutions.
• Assist in budgets, resource planning, and engagement oversight.
• Train and develop staff and supervisory-level professionals.
• Assist in quarterly billing and annual retainer preparation.

Skills

Analytical skills

Leadership & mentoring

Attention to detail

Advanced Excel

Education

Bachelor’s degree in accounting

Master’s in Taxation

Tools

BNA Income Tax Planner

Checkpoint RIA

CCH Axcess Tax

MS Office

Job description

The Tax Manager at Catalyst Family Office is a seasoned tax professional, having demonstrated consistent high performance across multiple functions comprising the tax practice, primarily implementation of all tax projects for clients, prioritizing and managing multiple work streams relevant to each client, and collaborating with other tax team members. You will also have a critical role in teaming with others in the integration of other services that Catalyst Family Office offers to clients such as EMFR, philanthropy, estate planning, risk and insurance, and more.

Responsibilities

• 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 to 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.

Qualifications

• Bachelor’s degree in accounting, or Master’s in Taxation preferred.
• 5 years or more full time work tax compliance experience in ultra-affluent individuals and families, partnership, trust and not-for-profit entities.
• Active CPA or Enrolled Agent.
• Proficiency in common tax technology preparation and reporting software (BNA Income Tax Planner, Checkpoint RIA, CCH Axcess Tax, MS Office(advanced excel capabilities).
• Excellent analytical and problem-solving abilities.
• Experience in leading and mentoring successful and engaged teams.
• Equity compensation (stock options, restricted stock 10b5-1 plans), complex capital transaction experience.
• Demonstrate strong organization skills and attention to details.
• A desire to contribute, learn, and grow at Catalyst Family Office.

What we offer

• Primary office in Austin, TX. with partial remote work availability.
• Catalyst Family Office is an employer of choice in maintaining competitive market salaries and benefits, including: individual and team bonuses, 401k plan and company-matching contributions, and a full range of medical, dental, vision, and other wellness plans.
• Salary and overall compensation are commensurate with individual experience and qualifications, as well as market conditions.