Tax Manager - High Net Worth Individuals & Family Groups jobs in United States
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Maxwell Locke & Ritter LLP · 2 days ago

Tax Manager - High Net Worth Individuals & Family Groups

Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area, known for exceptional work-life balance and a commitment to its people and clients. The Tax Manager will lead client tax engagements, manage tax compliance requirements, and mentor junior associates, providing a unique opportunity for professional development within a supportive team environment.

AccountingConstructionConsulting
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Lead client tax engagements from start to finish
Utilize prior technical experience to help clients navigate tax compliance requirements
Manage the client’s tax deadlines and filing requirements
Analyze billing/collections related to the client engagement
Coach and mentor junior associates

Qualification

Tax consultingCPA certificationTax complianceResearch skillsProject managementAdvanced degree in taxationCommunication skillsPresentation skillsMentoringTeam-oriented

Required

A minimum of 7 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm)
Experience providing tax consulting and compliance services to high-net-worth individuals and family groups including personal, estate/gift & trust tax returns
CPA certification
Excellent research skills and strong written and verbal communication and people skills
Excellent technology, project management, and presentation skills

Preferred

Advanced degree in taxation preferred

Benefits

PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
Paid parental leave and paid bereavement leave
Annual bonus through profit-sharing plan401(k) plan including profit-sharing contribution
Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
Employee assistance program
Continuing professional education
Hybrid, flexible scheduling
Many more perks and benefits

Company

Maxwell Locke & Ritter LLP

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At Maxwell Locke & Ritter, we’ve built our business to address your key milestones—and every moment in between.

H1B Sponsorship

Maxwell Locke & Ritter LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Josh Cross
Chief Technology Officer
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Anita Motloch
Partner
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Company data provided by crunchbase