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About the Role

Manage a client base of high-net-worth individuals, trusts, and businesses. This role is accountable for tax quality, client satisfaction, and team development within a wealth management environment, integrating tax strategy with financial planning.

Responsibilities

• Oversee preparation and review of complex tax returns including individual (1040), S-Corp (1120S), partnerships (1065), C-Corp (1120), estates and trusts
• Review returns prepared by Tax Associates and provide technical feedback and coaching
• Serve as primary relationship manager for assigned client base, delivering proactive tax planning and advisory services
• Collaborate with wealth management advisors to integrate tax strategy into holistic client financial plans
• Manage tax deadlines, workflow, and capacity planning across the team throughout the calendar year
• Conduct proactive mid-year and year-end tax planning sessions with clients
• Ensure quality control and technical accuracy across all client deliverables
• Stay current on federal and state tax law changes and communicate implications to clients and team members
• Support business development by identifying opportunities to expand tax and bookkeeping services within the existing client base
• Partner with leadership on process improvements, technology adoption, and department goals

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• CPA strongly preferred
• PTIN required
• 5-7 years of progressive tax experience, including at least 2 years in a supervisory or lead role
• Experience preparing and reviewing complex individual and business returns in a client-facing environment
• Strong knowledge of high-net-worth tax strategies, including deferred compensation, investment taxation, and entity structuring
• Proficiency in tax software such as CCH Axcess
• Excellent communication skills to simplify complex tax concepts for clients
• Demonstrated ability to manage multiple deadlines and prioritize effectively during peak periods
• Experience working within or alongside a wealth management or financial planning environment preferred
• Ability to work extended hours during tax season and other peak periods

Skills

• Complex tax return preparation and review (individual, S-Corp, partnerships, C-Corp, estates, trusts)
• Technical coaching and feedback
• Client relationship management
• Proactive tax planning and advisory
• Tax strategy integration with financial planning
• Tax deadline, workflow, and capacity planning
• Quality control and technical accuracy
• Federal and state tax law knowledge
• Business development support
• Process improvement and technology adoption
• CCH Axcess tax software proficiency
• Excellent communication
• Deadline management and prioritization
• High-net-worth tax strategies (deferred compensation, investment taxation, entity structuring)

Location

• Austin, TX
• Richmond, VA

Work Type

• Hybrid
• Full-Time
• Monday-Friday (8am-5pm)

Experience Level

• 5-7 years of progressive tax experience, including at least 2 years in a supervisory or lead role

Education Level

• Bachelor's degree in Accounting, Finance, or related field
• CPA strongly preferred
• PTIN required

Salary/Compensations

• $130,000-$150,000 plus 10% yearly discretionary bonus

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k) plus match
• Company Paid STD
• Life Insurance
• Parental leave
• 2 weeks of vacation
• Sick leave
• Personal days
• Floating holidays

About the Company

• HUB is a global insurance and employee benefits broker, offering property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services.
• HUB Tax Advisory provides tax planning and preparation for wealth clients of HUB Investment Partners, a registered investment advisory firm serving high-net-worth individuals and families with personalized investment strategies, financial planning, and client service.
• HUB Retirement & Private Wealth (RPW) is a highly committed, diverse financial services organization serving retirement plan participants, individuals, and institutions across the U.S., providing financial peace of mind, top-of-class solutions, investments, administration, and service with high ethics, competency, and customer service.
• HUB advises businesses and individuals on preparing for the unexpected, offering risk services, claims management, compliance support, and tailored insurance solutions through a network of experts.
• Headquartered in Chicago, Illinois, HUB International Limited is a leading full-service global insurance broker with offices throughout North America, providing comprehensive protection and advocacy for clients.

Equal Opportunity

• 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.
• We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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