Tax Senior Manager

Catalyst Family Office, LLC; Austin (TX); Híbrido; USD 150.000 - 230.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonuses

401k plan and company-matching

Medical, dental, vision, wellness

Partial remote work

Descripción de la vacante

Catalyst Family Office, a premier tax advisory firm in Austin, TX, seeks a Tax Senior Manager to lead tax planning, compliance, and client engagements for ultra-affluent families. The role involves coordinating teams, mentoring staff, and partnering with leadership to deliver integrated wealth solutions.

Ideal candidates have CPA/EA credentials and 7+ years of full-time tax experience, with equity compensation and complex transactions a plus.

Formación

• Bachelor’s degree in accounting or Master’s in Taxation preferred.
• Active CPA or Enrolled Agent.
• 7+ years tax compliance experience for ultra-affluent individuals and families.
• Experience with equity compensation and complex capital transactions.

Responsabilidades

• Manage client engagement teams and direct workflow.
• Oversee compliance management and adapt to challenges.
• Provide tax planning, entity structuring, and multifaceted solutions.
• Manage tax audits and inquiries from authorities.
• Train and develop professionals; lead recruiting efforts when needed.
• Develop budgets, resources, and monitor engagements.
• Prepare quarterly billing and annual retainers.
• Collaborate on best practices with firm leadership.

Conocimientos

Analytical thinking

Leadership

Mentoring

Communication

Client management

Educación

Bachelor’s degree in accounting

Master’s in Taxation preferred

CPA or Enrolled Agent

Herramientas

BNA Income Tax Planner

Checkpoint RIA

CCH Axcess Tax

MS Office

Descripción del empleo

The Tax Senior Manager at Catalyst Family Office is a seasoned tax professional, having demonstrated consistent high performance across multiple functions comprising the tax practice. These include responsibility for the successful planning and implementation of all tax projects for clients, prioritizing and managing multiple work streams relevant to each client, collaborating with other tax team members, and directing and facilitating the work flow for team members. You will also have a critical role in teaming with firm leaders 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

• Manage client engagement teams, direct work-flow and provide in-depth compliance and consulting services to clients.
• Oversee the compliance management process and adapt to challenges in the process.
• 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.
• Manage tax audits and other related inquiries from tax authorities.
• Train, motivate, and develop professionals of the firm.
• Develop budgets, determine resource requirements, and direct / monitor engagements.
• Prepare quarterly billing and annual retainer for clients.
• Collaborate with leadership on the development and implementation of best practices.
• Participate in recruiting efforts when necessary.

Qualifications

• Bachelor’s degree in accounting, or Master’s in Taxation preferred.
• 7 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.
• Adept emotional intelligence and communication skills.
• A desire to serve, lead, and grow at Catalyst Family Office.

What we offer

• The opportunity to shape and lead a premier HNW client advisory platform.
• Exposure to a global client base with complex, multi-jurisdictional needs.
• A collaborative culture with access to leading experts in wealth management.
• 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.