Tax Manager - Private Client Services- CPA or EA Required

Austin, TX Remote Available

Full-time $120,000.00 - $180,000.00

Posted 09/11/2024

Job Title: Tax Manager - Private Client Services

Location: Westlake Village - NW Austin

Salary: $120K - $180K + Full Benefits + Bonus

Requirements: CPA | 5+ Years in Public Accounting | Review Exp.

Who Are We?

We are a local public accounting firm of about 20 employees with 3 Partners coming out of Big Four. We as a firm focus on tax and accounting work for a wide range of clients. We work with a wide range of complex clients, most of which came to us from Big Four that wanted a more individual service. We see a lot of HNWI/UHNWI clients in the real estate, professional services, and entrepreneurial service spaces. We have a very laid back, professional atmosphere in the office. Most people come in the office most days out of the week because we enjoy working together and and collaborating on projects, but we have the flexibility to work from home when needed. Our busy seasons average 50-55 hours a week but we will never ask to go over 60 hours on peak weeks. Outside of busy season we sit right at 40 hours a week.

Overall we are looking for a generalist type Tax Manager. Our client book is very similar to a Private Client book as we have a lot of HNWI/UHNWI part of a large business with multiple smaller businesses that come along with them. We have a lot of complexity to our clients for a good daily challenge to keep you engaged.

What you Need:

5+ Years in Public Accounting
Active CPA or EA
Expertise in Business and Individual Tax
Privately Held Businesses
HNWIs, Partnerships, s-corps, trust & estate, some c-corps
Clients generating ($5 million - $200 million in annual revenue)
Experience Training, Mentoring, and Supervising Multi-Person Teams

What you will be doing:

Prepare & Review Complex Tax Returns
- Private Client Services
- HNWIs w/ multiple businesses attached
Client Management - Direct Contact with clients for tax planning, consulting, and identifying tax issues
Researching Complex Tax Issues
Train & Mentor Team of multiple levels of employees
Managing Multiple Engagements for Multiple Clients at all times

Benefits

Base Salary: $120,000-$180,000

Full Medical, Dental, Vision
- 90% of premium covered for employee
4 weeks starting PTO
401k w/ match
Profit Share
Annual Bonus (up to 30%)
Capped Busy Season Hours (55-60hrs)
Summer Flex Hours
Work from home Capability
Path to Partner

Applicants must be authorized to work in the U.S.

Additional ways to apply

Preferred Skills

Corey Sanders is recruiting for this position and the positions below.
Email me to apply for this position

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Job ID: CS20-1819247

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 09/11/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.