Tax Supervisor

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

Benefits offered by this job

Competitive market salaries

401k plan with matching contributions

Medical, dental, and vision plans

Individual and team bonuses

Job summary

A premier financial advisory firm is seeking a Tax Supervisor in Austin, TX. The ideal candidate will oversee tax interns and associates while providing compliance and consulting services for individuals, trusts, and not-for-profits. They seek someone with at least 5 years of tax experience and an active CPA license or working towards one. This full-time role offers competitive salaries and benefits, along with partial remote work availability.

Qualifications

• 5+ years of full-time tax compliance experience in individuals, partnerships, trusts, and not-for-profits.
• Active CPA license (or working towards) or Enrolled Agent.
• Strong desire to contribute, learn, and grow.
• 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.
• Demonstrate strong organization skills and attention to details.
• A desire to contribute, learn, and grow at Catalyst Family Office.

Responsibilities

• Assist in managing and coaching tax interns and associates.
• Provide tax compliance and consulting services.
• Review tax notices and draft responses.
• Conduct tax research.
• Foster collaborative working relations.

Skills

Tax compliance

Analytical skills

Problem-solving

Organization skills

Advanced Excel

Education

Bachelor's degree in accounting

Master's in Taxation preferred

Active CPA license

Tools

BNA Income Tax Planner

Checkpoint RIA

CCH Axcess Tax

MS Office (advanced excel)

Job description

The Tax Supervisor at Catalyst Family Office is a proven tax project professional, having demonstrated consistent high performance across multiple projects as an integral member of the tax practice. You will also have a critical role in teaming with others 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

• Assist in managing, developing, and coaching tax interns, associates and tax senior associates.
• Provide tax compliance and consulting services to individuals, trusts, and not-for-profit clients.
• Review federal, state and local tax notices and to draft responses.
• Conduct tax research.
• Foster and exemplify collaborative working relations with all firm members.

Qualifications

• Bachelor’s degree in accounting, or Master’s in Taxation preferred.
• 5 years or more full time work tax compliance experience in individual, partnership, trust and not-for-profit entities.
• Active CPA license (or working towards to become one) 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.
• Demonstrate strong organization skills and attention to details.
• A desire to contribute, learn, and grow at Catalyst Family Office.

What we offer

• 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.