Overview
Tax Manager
Our client, one of the country’s fastest-growing wealth management and tax firms, is looking for a Tax Manager to join their team in Austin, TX. Some of the services they offer are: Individual income tax planning and compliance, fiduciary income tax planning and compliance, and related estate gift and charitable tax planning and compliance.
Role:
- Lead tax client service team for compliance and tax planning for some of the firm’s clients
- Final review and sign off of tax returns (federal & state returns for individuals, corporations, partnerships, trusts and estates)
- Oversee tax projections and tax audits for clients
- Support the advisory team in tax planning related functions
- Assist clients by phone support and attend client meetings
- Conduct technical research as needed
Requirements:
- Bachelor’s degree in Accounting and CPA required; Masters in Taxation or JD preferred
- 4+ years of complicated individual income tax return compliance preferred as well as estate, gift, trust and partnership experience.
- Working knowledge of data collection, data analysis and evaluation
- Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (Salesforce, etc.) and tax research tools (BNA Portfolios and RIA Checkpoint)
- Experience with CCH Axcess Tax, BNA Tax Planner preferred
- Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code,
- Regulations and other tax pronouncements
Our client is committed to providing the best possible climate for maximum development and goal achievement for all employees. They value their employees and seek to develop a spirit of teamwork in order to attain common goals.
If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or by emailing your resume to Financialcareers@hireresolve.us.com
Alternatively, you are welcome to connect with the Finance team Caitlin, Samantha, Erin or Lauren on LinkedIn.
Please note that correspondence will only be conducted with shortlisted candidates for this position.
Please consider your application unsuccessful if you do not hear from us within 3 days.
