Tax Manager- High Net Worth

CPS Inc.; Austin (TX); Hybrid; USD 85,000 - 120,000; Full time

Job summary

CPS Inc. is seeking an experienced Tax Manager in Austin, TX, to lead client tax engagements with a focus on high-net-worth individuals. The ideal candidate will have in-depth knowledge of trusts, gift tax, estate tax issues, and family-limited partnerships.

This challenging role offers opportunities for professional development while managing client deadlines and compliance requirements. A remote arrangement may be considered for the right candidate.

Qualifications

• Extensive experience working with high-net-worth individuals, trusts, and tax issues.
• Proven track record in managing client tax engagements.
• Ability to coach and mentor junior associates.

Responsibilities

• Lead client tax engagements from start to finish.
• Manage tax deadlines and filing requirements.
• Analyze billing/collections related to client engagements.

Skills

Experience with high-net-worth individuals

Trusts

Gift tax

Estate tax issues

Family-limited partnerships

Investment partnerships

Job description

My client, a midsizeCPAfirm in Austin, TX, is seeking a Tax Manager with extensive experience working with HNWIndividuals. The ideal candidate will have experience in ALL of the following areas: high-net-worth individuals, trusts, gift tax, estate tax issues, and family-limited partnerships/investment partnerships.

The firm prefers a candidate local to the Austin area, but a remote arrangement is an option under the right circumstances.

What You’ll Be Doing

As a tax manager, you will lead client tax engagements from start to finish, utilizing your prior technical experience to help clients navigate their tax compliance requirements as well as leading the consulting and planning process. You will be responsible for managing the client’s tax deadlines, filing requirements, and analyzing billing/collections related to the client engagement. Coaching and mentoring junior associates are important in this role, as the growth of all team members is important to the growth of our practice. This role presents a unique opportunity for fast professional development, learning and growing in a team-oriented group with limited travel expectations.