Attorney in San Antonio, TX

In-House

San Antonio, TX

Attorney in San Antonio, TX

Non-practicing Attorney

3-5 yrs required

No

Job Title: Tax Manager - Private Wealth

Job Responsibilities:
As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns. The role involves preparing and leading client meetings on compliance and consulting projects, focusing on tax planning opportunities and the tax implications of transactions for clients. Additional duties include training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors. The Tax Manager will also take on lead client-contact roles, be involved in billing and profitability analysis on engagements, and participate in marketplace eminence building and pursuits.

Education and Experience Information:
Required:
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week.
- Ability to travel up to 25%, on average, based on the work done and the clients and industries/sectors served.
- 5+ years of public accounting experience, with at least 3 years in investment management.
- One of the following accreditations obtained:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible: Licensed attorney, Enrolled Agent.
- Certifications include Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
- A Bachelor's degree in accounting, finance, or another business-related field.
- Experience reviewing partnership and/or trust documents.
- Experience managing projects including scheduling, budgeting, client correspondence, and billing.
- Strong communication, interpersonal, and organizational skills.
- Excellent research and writing skills.

Preferred:
- Advanced degree such as MST, MAcc, JD, or LLM.
- Prior Big 4 or large CPA firm experience.
- Knowledge of fund accounting and general ledger accounting.

Salary Information:
The wage range for this role takes into account a variety of factors considered in making compensation decisions, including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. A reasonable estimate of the current range is $93,660 to $213,200. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, where an award, if any, depends on various factors, including individual and organizational performance.

The position is available in 63 locations across the United States, providing flexibility in terms of where candidates may choose to work. The role is designed for those who are leaders and strategic thinkers with extensive first-hand knowledge across multiple areas of taxation, excelling in delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns.