Tax Senior

Catalyst Family Office; Austin (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive market salary

401k plan with company-matching

Comprehensive medical, dental, and vision plans

Bonuses for individuals and teams

Job summary

A leading financial advisory firm in Austin, TX is hiring a Tax Senior to provide tax compliance and consulting services. The role requires a Bachelor's in accounting or a Master's in Taxation, with 3+ years of experience. Candidates should demonstrate strong analytical abilities and proficiency in tax preparation software. The position offers partial remote work and a competitive benefits package including bonuses, retirement contributions, and comprehensive wellness plans.

Qualifications

• 3+ years of full-time tax compliance experience in various entities.
• Proficiency in tax preparation and reporting software is required.
• Excellent communication and organizational skills are essential.

Responsibilities

• Provide tax compliance and consulting services to clients.
• Assist tax interns and tax associates in their work.
• Identify and address complex tax planning opportunities.
• Bring unusual or significant tax questions to the attention of the manager or partner.
• Tackle increasingly complex accounting and/or tax issues.
• Remain knowledgeable with up-to-date on industry developments.

Skills

Tax compliance

Analytical skills

Problem-solving

Organization

Communication

Education

Bachelor’s degree in accounting or Master's in Taxation

Master's in Taxation preferred

Tools

BNA Income Tax Planner

Checkpoint RIA

CCH Axcess Tax

MS Office with advanced Excel capabilities

Job description

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. The Tax Senior at Catalyst Family Office demonstrates consistent proficiency as a tax team member across a range of projects and is now taking increased ownership for the management and implementation of projects.

Responsibilities

• Provide tax compliance and consulting services to individuals, trusts, partnerships and not-for-profit clients.
• Assist tax interns and tax associates.
• Identify tax planning and consulting opportunities.
• Bring unusual or significant tax questions to the attention of the manager or partner.
• Tackle increasingly complex accounting and/or tax issues.
• Remain knowledgeable with up-to-date on industry developments.

Qualifications

• Bachelor’s degree in accounting, or Master’s in Taxation preferred.
• 3 years or more full time work tax compliance experience in individual, partnership, trust and not-for-profit entities.
• Proficiency in common tax technology preparation and reporting software (BNA Income Tax Planner, Checkpoint RIA, CCH Axcess Tax, MS Office with advanced Excel capabilities).
• Excellent analytical and problem-solving abilities.
• Demonstrate strong organizational skills and attention to details.
• Good communication skills.
• A desire to contribute, learn, and grow at Catalyst Family Office.

Benefits

• 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, 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.