Tax Manager – High Net Worth Expertise (Hybrid, Austin)

About the role

Our client, a nationally recognized mid‑size CPA firm, is seeking a Tax Manager with deep High‑Net‑Worth (HNW) expertise. The position is based in downtown Austin and follows a hybrid work schedule, allowing a blend of on‑site collaboration and remote flexibility.

Key responsibilities

• Prepare and review tax returns for high‑net‑worth individuals, trusts, and family‑limited or investment partnerships.
• Advise clients on gift tax, estate tax, and related planning strategies.
• Manage complex tax projects, ensuring compliance with federal and state regulations.
• Collaborate with senior partners to develop tax strategies that align with clients' wealth preservation goals.

Required profile

• CPA or J.D. credential (Enrolled Agents are not accepted).
• Demonstrated experience in HNWI, trusts, gift tax, estate tax, and partnership structures.
• Prior tenure at a reputable CPA firm.

Required skills

• High‑Net‑Worth individual tax planning.
• Trust taxation.
• Gift tax compliance.
• Estate tax issues.
• Family‑Limited Partnerships / Investment Partnerships.

What we offer

• Compensation target $115,000‑$145,000 per year.
• Profit‑sharing bonus (13% of base salary last year).
• Three healthcare plan options, including vision and dental.
• 401(k) with 3% employer match.
• Clear partnership progression track.
• Multiple awards for work‑life balance and workplace excellence.