Tax Services Manager

Job Title:  Tax Services Manager

Comp: $90,000-$110,000 plus 15% discretionary yearly bonus

Location:  Austin, TX or Richmond, VA

Workplace Type: Hybrid

Supervisor:  JoAnn Hicks

About Us:

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high net worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service.

About HUB Retirement & Private Wealth (RPW): 

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Mission Statement:

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial peace of mind and top of class solutions, investments, administration, and service.  We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

Job Purpose:

The Tax Manager plays a critical role in supporting our clients and internal operations by overseeing all tax-related functions in preparation of personal, S-Corporation, partnership, private foundation and gift tax returns.  This individual will collaborate closely with our wealth advisors to deliver integrated tax planning as part of our holistic approach to client wealth management. The successful tax manager will be driven to grow professionally with a strong team mentality.

We are the perfect fit if you:

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others.

Duties and 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

Compensation:

• $90,000-$110,000 per year
• 15% discretionary yearly bonus

Featured Benefits:

Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave

Travel:  No Travel required

Work experience:

• 3+ years of related experience skills and knowledge

Education/Licensing:

• Bachelor’s degree, Accounting or Finance
• CPA or EA preferred
• Active PTIN

Knowledge and Skills:

• 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

Working Conditions:

Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available.

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HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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