HUB International · 5 hours ago
Tax Services Manager
Richmond, VA
Full-time
Hybrid
Mid Level
$90K/yr - $110K/yr
3+ years expHUB International is a global insurance and employee benefits broker, and they are seeking a Tax Services Manager to oversee all tax-related functions in preparation of various tax returns for wealth clients. The successful candidate will collaborate with wealth advisors to deliver integrated tax planning and will be focused on building client relationships and ensuring compliance with tax laws.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Partner with wealth advisors to develop tax-efficient investment strategies for high-net-worth clients, including asset location optimization, tax-loss harvesting, and capital gains management
Provide guidance on the tax implications of portfolio decisions, concentrated stock positions, and liquidity events
Support planning around estate and gift tax strategies, charitable giving vehicles, and generational wealth transfer
Advise on retirement account strategies including Roth conversions, required minimum distributions, and qualified charitable distributions
Analyze tax considerations for business owners, including entity structuring, qualified small business stock exclusions, and exit planning
Stay current on tax law changes affecting high net worth individuals and communicate relevant updates to the advisory team and clients
Build and maintain client relationships aimed at client retention
Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
Present complete, timely and accurate client deliverables
Compliance with the Firm’s quality control standards
Additional projects, furthering the service of clients, as needed
Qualification
Required
3+ years of related experience skills and knowledge
Bachelor's degree, Accounting or Finance
Active PTIN
Deep knowledge of individual income tax, capital gains, estate and gift tax, and trust taxation
Experience with investment-related tax matters including partnership K-1s, qualified dividends, and wash sale rules
Strong understanding of retirement account taxation and planning strategies
Excellent communication skills with the ability to explain complex tax concepts to non-tax professionals and clients
High attention to detail and commitment to accuracy
Preferred
CPA or EA preferred
Benefits
Medical insurance
Vision insurance
Dental insurance
401(k) plus match
Company Paid STD
Life Insurance
Parental leave
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase