HUB International

Tax Services Manager

HUB International

full-time

Posted on:

Location Type: Hybrid

Location: Austin • Texas • Virginia • United States

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Salary

💰 $90,000 - $110,000 per year

About the role

  • 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
  • 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

Requirements

  • 3+ years of related experience
  • Bachelor’s degree, Accounting or Finance
  • CPA or EA preferred
  • Active PTIN
  • 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
  • High attention to detail and commitment to accuracy
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
tax-efficient investment strategiesasset location optimizationtax-loss harvestingcapital gains managementestate and gift tax strategiescharitable giving vehiclesRoth conversionsrequired minimum distributionsqualified charitable distributionsindividual income tax
Soft Skills
client relationship managementattention to detailcommitment to accuracy
Certifications
CPAEAPTIN