Tax Services Manager

Job Title: Tax Services Manager

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

Location: Austin, TX or Richmond, VA

Workplace Type: Hybrid

Supervisor: Director of Tax Services

Employment Type: Full-Time | Hybrid

The Tax Services Manager manages a client base of high-net-worth individuals and their related trusts and businesses. This role serves as the primary point of accountability for tax quality, client satisfaction, and team development within a wealth management environment where tax strategy is tightly integrated with financial planning.

• 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.
• Ability to work extended hours during tax season (January–April and other peak periods).

• Bachelor's degree in Accounting, Finance, or related field required; CPA strongly preferred.
• PTIN required.
• Minimum 5 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 with the ability 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.

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k) plus match
• Company Paid STD
• Life Insurance
• Parental leave
• Monday‑Friday (8am‑5pm)
• 2 weeks of vacation, sick leave, personal days, and floating holidays

No travel required.

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 are a participant in the E‑Verify Program.