Tax Manager - High Net Worth Individuals & Family Groups (In-Person, Hybrid, OR Remote) at Maxwell Locke & Ritter | Austin, TX, US | Rezi

Tax Manager - High Net Worth Individuals & Family Groups (In-Person, Hybrid, OR Remote) at Maxwell Locke & Ritter

Tax Manager - High Net Worth Individuals & Family Groups (In-Person, Hybrid, OR Remote)

Maxwell Locke & Ritter · Austin, TX, US

6 days ago

Tax Manager - High Net Worth Individuals & Family Groups (In-Person, Hybrid, OR Remote)

Maxwell Locke & Ritter · Austin, TX, US

6 days ago
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About the Role

Lead client tax engagements from start to finish, utilizing technical experience to help clients navigate tax compliance, consulting, and planning. Manage client tax deadlines, filing requirements, and analyze billing/collections. Coach and mentor junior associates, fostering team growth. Offers fast professional development and limited travel.

Responsibilities

  • Lead client tax engagements from start to finish
  • Utilize technical experience to help clients navigate tax compliance requirements
  • Lead the consulting and planning process
  • Manage the client's tax deadlines and filing requirements
  • Analyze billing and collections related to client engagements
  • Coach and mentor junior associates

Requirements

  • A minimum of 7 years of relevant tax experience at a public accounting 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 communications and people skills
  • Excellent technology, project management, and presentation skills
  • A strong commitment to delivering exceptional client service
  • Drive to continually deepen expertise
  • Strong preference for local candidates who value in-person collaboration

Skills

  • Tax compliance
  • Tax consulting
  • Tax planning
  • Client engagement management
  • Mentoring
  • Research
  • Communication
  • People skills
  • Technology
  • Project management
  • Presentation skills
  • Client service

Location

  • Austin, TX
  • Round Rock, TX
  • Remote (All US states excluding New York, California, Michigan and Montana)

Work Type

  • In-Person
  • Hybrid
  • Remote
  • Full-time

Experience Level

  • 7+ years of relevant tax experience

Education Level

  • CPA certification
  • Advanced degree in taxation preferred

Salary/Compensations

  • Starting at $115,000 – Commensurate with Experience

Benefits

  • 22 days PTO (increases with firm tenure)
  • 8 paid holidays
  • 2 floating holidays
  • Paid parental leave
  • Paid bereavement leave
  • Annual bonus through profit-sharing plan
  • 401(k) plan including profit-sharing contribution
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Term-life and accidental death and dismemberment insurance
  • Short-term disability
  • Long-term disability
  • Employee assistance program
  • Continuing professional education
  • Cafeteria plan including medical and dependent care flexible spending accounts
  • Health Savings Account eligibility
  • Limited Purpose Medical Flexible Spending Account eligibility
  • Full Medical Flexible Spending Account eligibility
  • Dependent Care Flexible Spending Account eligibility

About the Company

  • Maxwell Locke & Ritter LLP is the largest locally-owned accounting firm in the Greater Austin area.
  • Known for offering exceptional work-life balance and dedication to people, clients, and communities.
  • Included in Accounting Today’s 'Best Accounting Firms to Work For' list for 13 consecutive years, earning the No. 1 ranking three times.
  • Redefining public accounting by prioritizing work-life balance, core values, genuine care, empowering people, and investing in professional growth.

Equal Opportunity

  • Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.