Tax Manager

Catalyst Family Office, LLC; Austin (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Bonuses

401k with company match

Medical, dental, vision plans

Wellness programs

Job summary

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.

Qualifications

• 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.

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 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.

Skills

Tax planning

Entity structuring

Team leadership

Budgeting

Billing coordination

Analytical thinking

Education

Bachelor's degree in accounting

Master's in Taxation preferred

Tools

BNA Income Tax Planner

Checkpoint RIA

CCH Axcess Tax

Excel (Advanced)

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.

Full-time Austin, TX

Overview

Catalyst Family Office is a premier professional services firm providing an integrated suite of financial advisory, tax, and reporting insight to ultra-affluent individuals and families. The firm is known for their work on behalf of highly entrepreneurial and tech savvy wealth owners, helping them manage their sophisticated and complex wealth challenges.

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.