Tax Manager - High Net Worth Individuals

Maxwell Locke & Ritter LLP; Austin (TX); Hybrid; USD 115,000 - 150,000; Full time

Job summary

An established industry player is seeking a Tax Manager specializing in high net worth individuals and family groups. This role offers a unique opportunity to lead tax engagements, ensuring compliance while providing exceptional client service. With a focus on professional development and a commitment to work-life balance, the firm fosters a supportive environment where team members can thrive. Enjoy competitive compensation, flexible scheduling, and a range of benefits that enhance both personal and professional growth. If you're looking to make a significant impact in a dynamic team, this opportunity is perfect for you.

Benefits

22 days PTO

Paid parental leave

Annual profit-sharing bonus

401(k) plan with profit-sharing

100% coverage for dental and vision

Flexible scheduling

Continuing professional education

Employee assistance program

Qualifications

• 7+ years of tax experience at a public accounting firm, preferably Big 4.
• Experience with high-net-worth individuals and family groups.

Responsibilities

• Lead client tax engagements and manage deadlines.
• Coach and mentor junior associates for professional growth.

Skills

Tax compliance

Client management

Research skills

Communication skills

Project management

Education

CPA certification

Advanced degree in taxation

Job description

Tax Manager - High Net Worth Individuals

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Tax Manager - High Net Worth Individuals

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Tax Manager – High Net Worth Individuals & Family Groups (In-Person OR Hybrid)
Department: Tax
Location:Austin and/or Round Rock, TX
Compensation:Starting at $115,000 – Commensurate with Experience

Who We Are
Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We’re known for offering exceptional work-life balance and for our dedication to our people, our clients, and the communities we serve. We are proud to have been included inAccounting Today’s"Best Accounting Firms to Work For" list for 13 consecutive years. In the past six years, we’ve earned the No. 1 ranking three times

Tax Manager – High Net Worth Individuals & Family Groups (In-Person OR Hybrid)
Department: Tax
Location:Austin and/or Round Rock, TX
Compensation:Starting at $115,000 – Commensurate with Experience

Who We Are
Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We’re known for offering exceptional work-life balance and for our dedication to our people, our clients, and the communities we serve. We are proud to have been included inAccounting Today’s"Best Accounting Firms to Work For" list for 13 consecutive years. In the past six years, we’ve earned the No. 1 ranking three times

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.

What We’re Looking For:

• A minimum of 7 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm)
• Experience providing tax consulting and compliance services to high-net-worth individuals and family groups including personal, estate/gift & trust tax returns
• CPA certification
• Excellent research skills and strong written and verbal communications and people skills
• Excellent technology, project management and presentation skills
• Advanced degree in taxation preferred

What Sets Us Apart
We’re redefining what it means to work in public accounting by:

• Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone’s version of “home” is unique to them
• Leaning on our core values and showing genuine care and concern for one another
• Empowering our people to do what’s best for them, while providing exceptional client service
• Cultivating an environment that allows our people to thrive personally
• Investing in the professional growth of our people

Want to see it for yourself? Check out our Instagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R. How You Can Grow
Unlike traditional accounting firms, our people create their own personalized career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we’ll assist you with finding a career path that works for you.

We have a strong history of promoting within – 26 of 27 current partners were promoted to partner after demonstrated success at the firm. Regardless of your path, we provide tools to help you succeed.

What We Offer:

• PTO: 22 days (increases with firm tenure) and 10 paid holidays, including 2 floating holidays
• Paid parental leave and paid bereavement leave
• Annual profit-sharing bonus
• 401(k) plan including profit-sharing contribution
• ML&R covers 100% of the employee-only premium cost for dental, vision, and our base high-deductible health plan
• Cafeteria plan, including medical and dependent care and flexible spending accounts
• Term-life, short- and long-term disability, and accidental death and dismemberment coverage
• Employer contributions to participant health savings accounts with the election of qualifying high-deductible health plan
• Employee assistance program
• Continuing professional education
• Flexible scheduling
• Many more perks and benefits

(Employees must work a minimum of 30 hours a week to be eligible for the following benefits: Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.)

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Financial Services, Software Development, and Technology, Information and Internet

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