Tax Services Manager

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

Benefits offered by this job

Medical, Vision, and Dental insurance

401(k) with company match

Company-paid disability and life insurance

2 weeks of vacation plus additional leave

Hybrid schedule after training

Job summary

HUB International is seeking a Tax Services Manager to oversee tax preparation for high-net-worth individuals and ensure quality control within a collaborative team. The ideal candidate should have at least 5 years of progressive tax experience and possess strong leadership abilities.

This role offers a hybrid work environment and includes valuable benefits such as medical, dental, and vision insurance, along with a 401(k) plan with company match.

Qualifications

• Bachelor's degree and CPA preferred.
• Minimum 5 years of tax experience with 2+ in a supervisory role.
• Experience with complex individual and business tax returns.

Responsibilities

• Oversee preparation and review of complex tax returns.
• Serve as a primary relationship manager for clients.
• Ensure quality control and technical accuracy across deliverables.

Skills

Knowledge of high-net-worth tax strategies

Communication skills

Tax software proficiency

Ability to manage multiple deadlines

Leadership skills

Education

Bachelor's degree in Accounting or Finance

CPA preferred

PTIN required

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 Hub International

Hub International is a global insurance and employee benefits brokerage that offers a broad range of property, casualty, risk management, life, 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 comprehensive wealth management for high-net-worth individuals and families.

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, Vision, and Dental insurance
• 401(k) with company match
• Company-paid short-term disability and life insurance; parental leave
• Standard office hours Monday‑Friday 8:00‑17:00
• 2 weeks of vacation, sick leave, personal days, and floating holidays
• Hybrid schedule after successful training period

Travel

• No travel required

Department: Account Management & Service

Required Experience: 5‑7 years of relevant experience

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

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 status, or any other characteristic protected by local, state or federal laws, rules or regulations.