Tax Services Manager

About the role

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial peace of mind and top-of-class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. Job Purpose: 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. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Have an entrepreneurial spirit and are challenged by the opportunity to grow the business Are focused on learning and development to enhance your industry knowledge and expertise Are a self-starter willing to invest time and energy to learn the technical aspects of our business Believe in integrity and building success by developing relationships with others. Duties and 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 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
• Ability to work extended hours during tax season (January-April and other peak periods)
• Featured Benefits:
• 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 holiday's
• Hybrid schedule after successful training period
• Travel:
• No Travel required
• Department Account Management & Service
• Required Experience: 5-7 years of relevant experience
• Required Travel:

Benefits

Additional Information

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

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