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Robert Half Logo Robert Half · Finance

Tax Services Manager

United States, Austin Employment contract · Job Posted May 20, 2026
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Job Description

We are seeking an experienced Tax Services Manager to join a collaborative wealth and tax services team. This is a contract-to-hire engagement with a clear and intentional path to full-time permanent employment. The ideal candidate brings broad tax expertise across individuals, entities, trusts, and estates, and thrives in a team-oriented environment working alongside financial advisors to serve a high-net-worth client base.

Job Responsibility

  • Prepare and review individual income tax returns
  • Prepare S-Corp and partnership returns
  • Handle private foundation, estate, and gift tax returns
  • Manage trust taxation and K-1 processing and review
  • Conduct capital gains analysis and qualified dividends review
  • Partner with wealth advisors to develop and deliver tax planning strategies for high-net-worth clients

Requirements

  • Bachelor's degree in Accounting or Finance
  • CPA required or actively in progress (non-negotiable)
  • 3+ years of relevant tax experience
  • Breadth across individual, trust, entity, and estate tax — this is not a single-specialty role
  • Strong interpersonal and collaboration skills
  • comfortable working cross-functionally with advisory teams
  • Must be located in Austin, TX or Richmond, VA

What we offer

  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Free online training
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