Tax Associate

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

About Us

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

Qualifications

• 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: No Travel Required

Required Education: Bachelor's degree (4-year degree)

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.

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completing the application process, please contact the recruiting

team HUBRecruiting@hubinternational.com [HUBRecruiting@hubinternational.com].

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