Tax Manager (HNW / UHNW)

Anchor Talent & Consulting; Austin (TX); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Five weeks of paid time off

Ten paid holidays

401(k) with 3% employer match after 1 

Employer covers 80% of employee only医疗

Hybrid work arrangement

Professional development and long-term

Job summary

Anchor Talent & Consulting has exclusive been retained by a boutique CPA and consulting firm in Austin, Texas, to recruit a Tax Manager. The role offers direct mentorship with partners and exposure to sophisticated tax planning and compliance for high-net-worth clients.

You will review complex returns (1040/1065), work with multi-entity structures, and contribute to planning and advisory services. Hybrid schedule with one onsite day weekly, plus strong benefits and long-term career growth.

Qualifications

• Active CPA certification required.
• 1–2 years Tax Manager experience preferred; Senior Tax Associates may be considered.
• Strong public accounting background with exposure to high-net-worth and partnership taxation.
• Experience reviewing complex Forms 1040 and 1065, incl. Schedule K-1.
• Exposure to Schedule K-3 or foreign reporting desirable.
• Experience with CCH Axcess, CCH Engagement, and QuickBooks preferred.

Responsibilities

• Review complex federal and state individual and partnership returns (Forms 1040 and 1065) for high-net-worth individuals and businesses.
• Work with multi-unit family structures, partnerships, LLCs, investments, and real estate.
• Analyze K-1 and K-3 reporting and pass-through implications for individual returns.
• Research complex tax matters and recommend solutions with senior leadership.
• Assist with tax planning, compliance, and advisory services for sophisticated structures, including foreign reporting.
• Coordinate engagements, review staff work, and ensure timely deliverables.
• Collaborate with partners and clients to resolve questions and maintain relationships.
• Support development of junior staff while expanding technical expertise.

Skills

Analytical skills

Attention to detail

Effective communication

Time management

Education

CPA certification

Tools

CCH Axcess

CCH Engagement

QuickBooks

Job description

Anchor Talent & Consulting has been exclusively retained by a boutique CPA and consulting firm in Austin, Texas, to recruit a Tax Manager to join its growing team.

The firm specializes in advising high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs, executives, and closely held businesses. Its services encompass sophisticated income tax planning and compliance, estate and gift tax planning, business advisory, and wealth preservation.

This opportunity is particularly well-suited for an emerging Tax Manager who has developed a strong foundation in public accounting and complex individual and partnership taxation and is ready to expand their expertise working directly with experienced partners.

Unlike larger firms where professionals may become narrowly focused on specific accounts or functions, this role provides exposure to sophisticated client portfolios, complex financial structures, and hands‑on mentorship within a close‑knit team of approximately 20 professionals.

Key Responsibilities

• Review complex federal and state individual and partnership tax returns, primarily Forms 1040 and 1065, for high-net-worth individuals, families, and closely held businesses.
• Work with multi‑unit family structures, including partnerships, LLCs, investment holdings, venture capital investments, hedge funds, and real estate interests.
• Analyze Schedule K‑1 and K‑3 reporting and understand how partnership‑level transactions, income, deductions, and other tax attributes flow through to individual returns.
• Research complex tax matters, identify potential reporting issues, and develop recommendations in collaboration with senior leadership.
• Assist with income tax planning, compliance, and advisory services involving sophisticated investment and business structures, including foreign reporting considerations.
• Coordinate tax engagements, review work prepared by staff, monitor deadlines, and ensure accurate, timely deliverables.
• Collaborate with partners and clients to resolve reporting questions, obtain necessary documentation, and maintain strong working relationships.
• Support the professional development of junior staff while continuing to expand your own technical expertise.

Qualifications

• Active CPA certification required.
• Approximately 1–2 years of Tax Manager experience preferred; high‑performing Senior Tax Associates ready for advancement may also be considered.
• Strong public accounting background with meaningful exposure to high-net-worth individual and partnership taxation.
• Experience reviewing complex Forms 1040 and 1065, including Schedule K‑1 reporting.
• Working knowledge of pass‑through entities and how partnership tax information impacts individual income tax reporting.
• Exposure to sophisticated investments, multi‑entity structures, Schedule K‑3, or foreign reporting is highly desirable.
• Strong analytical skills, technical judgment, and attention to detail.
• Ability to manage competing priorities and communicate effectively with partners, colleagues, and clients.
• Experience with CCH Axcess, CCH Engagement, and QuickBooks preferred.

Why Consider This Role?

• Direct Partner Mentorship: Work alongside experienced tax professionals who are invested in developing your technical capabilities, judgment, and long‑term career.
• Sophisticated Client Exposure: Build expertise working with high-net-worth families, investment partnerships, venture capital structures, hedge funds, and complex tax reporting.
• Work-Life Balance: Enjoy a flexible schedule with busy‑season expectations generally around 50 hours per week, rather than the sustained 60–80‑hour weeks often associated with public accounting.
• Hybrid Flexibility: Work primarily remotely while maintaining meaningful connections with the Austin team through a minimum of one onsite day per week.
• Long‑Term Career Development: Join a firm that values professional growth and offers the potential for advancement into senior leadership and partnership.
• Base salary targeting $110,000–$125,000
• 10% target annual bonus, paid in spring and fall
• Five weeks of paid time off
• Ten paid holidays
• 401(k) retirement plan with 3% employer match after one year
• Medical, dental, and vision coverage; employer pays 80% of employee‑only medical premiums
• Flexible hybrid work arrangement
• Professional development and long‑term advancement opportunities