Description
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
Requirements
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.
E-Verify Program
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