Tax Services Manager

HUB International; McLean (VA); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) plus match

Company Paid STD

Life Insurance

Parental leave

Hybrid schedule after training period

Job summary

HUB International seeks a Tax Services Manager to lead a client base of high-net-worth individuals and their trusts and businesses. You will oversee complex returns, provide proactive tax planning, and coach Tax Associates within a hybrid, full-time environment.

In this role you will collaborate with wealth advisors to integrate tax strategy into comprehensive financial plans, manage deadlines, and drive process improvements for a growing practice.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required; CPA strongly preferred.
• PTIN required
• Minimum 5 years of progressive tax experience, including at least 2 years in a supervisory or lead role
• Experience preparing and reviewing complex individual and business returns in a client-facing environment
• Strong knowledge of high-net-worth tax strategies including deferred compensation, investment taxation, and entity structuring
• Proficiency in tax software such as CCH Axcess
• Excellent communication skills with the ability to simplify complex tax concepts for clients
• Demonstrated ability to manage multiple deadlines and prioritize effectively during peak periods
• Experience working within or alongside a wealth management or financial planning environment preferred
• Ability to work extended hours during tax season (January–April and other peak periods)

Responsibilities

• Oversee preparation and review of complex tax returns including individual (1040), S‑Corp (1120S), partnerships (1065), C‑Corp (1120), estates and trusts
• Review returns prepared by Tax Associates and provide technical feedback and coaching
• Serve as primary relationship manager for assigned client base, delivering proactive tax planning and advisory services
• Collaborate with wealth management advisors to integrate tax strategy into holistic client financial plans
• Manage tax deadlines, workflow, and capacity planning across the team throughout the calendar year
• Conduct proactive mid‑year and year‑end tax planning sessions with clients
• Ensure quality control and technical accuracy across all client deliverables
• Stay current on federal and state tax law changes and communicate implications to clients and team members
• Support business development by identifying opportunities to expand tax and bookkeeping services within the existing client base
• Partner with leadership on process improvements, technology adoption, and department goals

Skills

Team leadership

Client relationship management

Tax expertise

Tax planning

Education

Bachelor's degree in Accounting, Finance, or related field

CPA preferred

Tools

CCH Axcess

Job description

Job Title: Tax Services Manager

Compensation: $130,000-$150,000 plus 10% yearly discretionary bonus

Location: Austin, TX or Richmond, VA

Workplace Type: Hybrid

Supervisor: Director of Tax Services

Employment Type: Full-Time | Hybrid

About Us

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service.

About HUB Retirement & Private Wealth (RPW)

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Mission Statement

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial peace of mind and top-of-class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

Job Purpose

The Tax Services Manager manages a client base of high-net-worth individuals and their related trusts and businesses. This role serves as the primary point of accountability for tax quality, client satisfaction, and team development within a wealth management environment where tax strategy is tightly integrated with financial planning.

We Are The Perfect Fit If You

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self‑starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others.

Duties And Responsibilities

• Oversee preparation and review of complex tax returns including individual (1040), S‑Corp (1120S), partnerships (1065), C‑Corp (1120), estates and trusts
• Review returns prepared by Tax Associates and provide technical feedback and coaching
• Serve as primary relationship manager for assigned client base, delivering proactive tax planning and advisory services
• Collaborate with wealth management advisors to integrate tax strategy into holistic client financial plans
• Manage tax deadlines, workflow, and capacity planning across the team throughout the calendar year
• Conduct proactive mid‑year and year‑end tax planning sessions with clients
• Ensure quality control and technical accuracy across all client deliverables
• Stay current on federal and state tax law changes and communicate implications to clients and team members
• Support business development by identifying opportunities to expand tax and bookkeeping services within the existing client base
• Partner with leadership on process improvements, technology adoption, and department goals

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required; CPA strongly preferred
• PTIN required
• Minimum 5 years of progressive tax experience, including at least 2 years in a supervisory or lead role
• Experience preparing and reviewing complex individual and business returns in a client‑facing environment
• Strong knowledge of high‑net‑worth tax strategies including deferred compensation, investment taxation, and entity structuring
• Proficiency in tax software such as CCH Axcess
• Excellent communication skills with the ability to simplify complex tax concepts for clients
• Demonstrated ability to manage multiple deadlines and prioritize effectively during peak periods
• Experience working within or alongside a wealth management or financial planning environment preferred
• Ability to work extended hours during tax season (January–April and other peak periods)

Featured Benefits

• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Monday-Friday (8am-5pm)
• 2 weeks of vacation, sick leave, personal days, and floating holiday’s
• Hybrid schedule after successful training period

Travel

• No Travel required

Department: Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.