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Company

Maxwell Locke & Ritter LLP · 1 day ago

Tax Manager - High Net Worth Individuals & Family Groups

United States

Full-time

Remote

Mid, Senior Level

$90K/yr - $90K/yr

7+ years exp

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AccountingConstruction

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Sarah Taylor Holcombe, SHRM-SCP

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Responsibilities

Lead client tax engagements from start to finish

Help clients navigate their tax compliance requirements

Lead the consulting and planning process

Manage the client’s tax deadlines and filing requirements

Analyze billing/collections related to the client engagement

Coach and mentor junior associates

Qualification

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Tax consultingTax complianceHigh-net-worth individualsCPA certificationEstate/gift tax returnsTrust tax returnsAdvanced degree in taxationProject management

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

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 plan

401(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

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

Founded in 1991

Austin, Texas, USA

51-200 employees

https://www.mlrpc.com

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)

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Trends of Total Sponsorships

2023 (1)