Tax Manager for High-Net-Worth Individuals

2 hours ago


Austin, Texas, United States Providence Staffing LLC Full time
Job Overview

Providence Staffing LLC is seeking a highly skilled Tax Manager to lead client tax engagements for high-net-worth individuals and family groups in Austin or Round Rock, TX. This role offers the opportunity to work with a reputable client and utilize your technical expertise to navigate tax compliance requirements and lead consulting and planning processes.

Key Responsibilities
  • Lead client tax engagements from start to finish, utilizing prior technical experience to ensure compliance with tax regulations.
  • Manage client tax deadlines, filing requirements, and analyze billing/collections related to client engagement.
  • Provide tax consulting and compliance services to high-net-worth individuals and family groups, including personal, estate/gift, and trust tax returns.
  • Collaborate with clients to understand their tax needs and develop effective tax strategies.
Requirements
  • Minimum 7 years of relevant 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.
  • CPA certification.
  • Excellent research skills, strong written and verbal communication skills, and excellent technology, project management, and presentation skills.
  • Master's degree in taxation preferred.
Compensation and Benefits
  • Salary starts at $90,000 per year plus bonuses.
  • PTO, paid parental leave, paid bereavement leave, annual bonus through profit-sharing plan, 401(k) plan including profit-sharing contribution, health benefits, employee assistance program, continuing professional education, and hybrid, flexible scheduling.

Please submit your resume to apply for this exciting opportunity.



  • Austin, Texas, United States Providence Staffing LLC Full time

    Job OpportunityProvidence Staffing LLC is seeking a highly skilled Tax Manager to lead client tax engagements for high-net-worth individuals and family groups in Austin or Round Rock, TX. This role offers the opportunity to work remotely for the right candidate.Key Responsibilities:Lead client tax engagements from start to finish, utilizing technical...

  • Senior Tax Manager

    3 hours ago


    Austin, Texas, United States Hill Country Search Advisors, LLC Full time

    Senior Tax Manager OpportunityWe are representing a reputable Multi-Family Office as they search for a Senior Tax Manager to join their team in Austin, TX. The firm provides a comprehensive suite of services for Ultra-High Net Worth individuals and families, including tax planning and compliance, philanthropy management, wealth transfer planning, and...

  • Senior Tax Manager

    4 days ago


    Austin, Texas, United States Hill Country Search Advisors, LLC Full time

    Senior Tax ManagerWe are representing a reputable Multi-Family Office as they search for a Senior Tax Manager for a key position located in Austin, TX. The firm provides a suite of services developed specifically for Ultra-High Net Worth individuals and families, including Tax planning & compliance, Philanthropy management, Wealth Transfer planning, Personal...

  • Tax Manager

    2 hours ago


    Austin, Texas, United States Mission Wealth Management LP Full time

    Unlock Your Potential as a Tax Manager at Mission Wealth Management LPMission Wealth Management LP is a leading provider of 360-degree wealth management services to affluent families. Our dynamic planning process ensures that every aspect of our clients' financial lives is carefully considered and expertly managed.We are seeking a highly skilled and...

  • Tax Director

    3 days ago


    Austin, Texas, United States Weaver Full time

    Job Title: Tax DirectorWeaver is seeking a highly skilled Tax Director to join our team. As a Tax Director, you will be responsible for providing federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.Key Responsibilities:Provide federal tax compliance and planning services to high-net-worth individual...

  • Tax Manager

    5 days ago


    Austin, Texas, United States FORVIS Full time

    Private Client Tax ManagerAs a Private Client Tax Manager at Forvis, you will play a critical role in providing sophisticated tax compliance, consulting, and planning services to high net worth individuals, families, and fiduciaries.Key Responsibilities:Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private...

  • Tax Professional

    4 weeks ago


    Austin, Texas, United States Distinct Full time

    Job Summary:We are seeking a highly skilled Tax Accountant to join our team at Distinct North America. As a Tax Accountant, you will be responsible for preparing and reviewing tax returns for individuals, partnerships, and S-Corps, working with clients from high-net-worth individuals to family offices and healthcare professionals.Key Responsibilities:Prepare...

  • Tax Specialist

    1 month ago


    Austin, Texas, United States Jobot Full time

    Leading CPA Firm Seeking a Skilled Tax Associate to Enhance Their TeamAbout Us:We are a distinguished CPA firm looking for a dedicated Tax Associate to join our dynamic team. Our organization prioritizes our employees and clients, believing that a people-first approach is key to providing exceptional service. Our commitment to excellence has attracted a...

  • Tax Specialist

    1 month ago


    Austin, Texas, United States Jobot Full time

    Leading CPA Firm Seeking Skilled Tax AssociateThis opportunity is hosted by Jobot.About Us:We are a distinguished CPA firm looking for a talented Tax Associate to enhance our team. Our organization prioritizes our employees and clients, believing that a people-first approach is crucial for delivering exceptional client experiences. Our commitment to...

  • Tax Manager

    2 weeks ago


    Austin, Texas, United States Cherry Bekaert Full time

    About the RoleCherry Bekaert is seeking a Tax Manager to join our team in Austin, Texas. As a Tax Manager, you will be responsible for managing client tax compliance needs, anticipating tax and business issues, and recognizing tax planning opportunities.Key ResponsibilitiesSolve complex tax problems for middle-market clients in various industries, including...


  • Austin, Texas, United States Jobot Full time

    Leading CPA Firm Seeking Skilled Tax AssociateThis opportunity is hosted by Jobot.About Us:We are a distinguished CPA firm dedicated to providing exceptional tax services. Our mission is to prioritize our employees and clients, ensuring a remarkable experience for all. Our reputation has attracted numerous esteemed clients who rely on us for their tax...


  • Austin, Texas, United States Jobot Full time

    Leading CPA Firm Seeking a Skilled Tax AssociateThis opportunity is hosted by Jobot.About Us:We are a leading CPA firm looking for a dedicated Tax Associate to enhance our team. Our mission revolves around prioritizing our employees and clients, ensuring a superior experience for all. Our esteemed reputation has attracted numerous clients who rely on us for...


  • Austin, Texas, United States Jobot Full time

    Leading CPA Firm Seeking Skilled Tax AssociateThis opportunity is hosted by Jobot.About Us:We are a leading CPA firm dedicated to providing exceptional tax services. Our commitment to our employees and clients is at the core of our values, ensuring a supportive and rewarding work environment. We pride ourselves on our reputation for excellence and our...

  • Tax Senior Manager

    3 weeks ago


    Austin, Texas, United States Crowe Full time

    About the RoleCrowe is seeking a seasoned Tax Senior Manager to join our Estate, Gift & Trust practice. This role offers a clear path to partnership and provides an opportunity to utilize expertise in estate, gift, and trust taxation to deliver consulting, compliance, and controversy services to complex ultra-high net worth private clients.Key...

  • Tax Senior Specialist

    4 weeks ago


    Austin, Texas, United States LPF LLC Full time

    Job OverviewLPF LLC is seeking a dedicated Tax Senior Specialist to enhance our professional team. In this role, you will be tasked with the meticulous review and preparation of tax filings for various entities, including individuals, corporations, trusts, and estates.To discover more about our firm, please visit our website.Key Responsibilities:Preparation...

  • Tax Professional

    4 weeks ago


    Austin, Texas, United States Distinct Full time

    Thriving in a Nationally Recognized FirmDistinct is seeking a highly skilled Tax Accountant to join our team in Austin. As a Tax Accountant, you will have the opportunity to work with a diverse range of clients, from high-net-worth individuals to family offices and healthcare professionals.Key Responsibilities:Prepare and review tax returns for Individuals,...


  • Austin, Texas, United States LPF LLC Full time

    Job OpportunityLPF LLC is seeking a highly skilled Tax Senior to contribute to our team's success. As a key member, you will be responsible for preparing complex tax returns for individuals, businesses, trusts, and estates. Your expertise will be essential in developing and implementing tax planning strategies, supervising teams, and ensuring consistent...

  • Tax Senior Associate

    3 weeks ago


    Austin, Texas, United States FORVIS Full time

    About the RoleWe are seeking a highly skilled Tax Senior Associate to join our Private Client team at Forvis. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and other high net worth clients.Key ResponsibilitiesProvide Tax Compliance and Advisory...

  • Tax Accountant

    2 days ago


    Austin, Texas, United States Triton Search Full time

    Job OverviewTriton Search is seeking a highly skilled Staff Accountant to join our partner firm in Central Texas. As a key member of the team, you will be responsible for ensuring accurate and timely financial reporting, compliance with accounting standards, and regulatory requirements.ResponsibilitiesPrepare and review financial statements, including...


  • Austin, Texas, United States Watkins Insurance Group Full time

    About the RoleWe are seeking a highly skilled and experienced Insurance Account Manager to join our team at Watkins Insurance Group. As a Private Client Account Manager, you will be responsible for managing a portfolio of high-net-worth clients, ensuring their insurance needs are met and exceeded.Key ResponsibilitiesBuild and maintain strong relationships...