Tax Services Manager

Job Title: Tax Services Manager
Comp: $90,000-$110,000 plus 15% discretionary yearly bonus
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 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.

The Tax Manager plays a critical role in supporting our clients and internal operations by overseeing all tax-related functions in preparation of personal, S-Corporation, partnership, private foundation and gift tax returns. This individual will collaborate closely with our wealth advisors to deliver integrated tax planning as part of our holistic approach to client wealth management. The successful tax manager will be driven to grow professionally with a strong team mentality.

Have a desire to help others protect their future
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.

Partner with wealth advisors to develop tax-efficient investment strategies for high-net-worth clients, including asset location optimization, tax-loss harvesting, and capital gains management
Provide guidance on the tax implications of portfolio decisions, concentrated stock positions, and liquidity events
Support planning around estate and gift tax strategies, charitable giving vehicles, and generational wealth transfer
Advise on retirement account strategies including Roth conversions, required minimum distributions, and qualified charitable distributions
Analyze tax considerations for business owners, including entity structuring, qualified small business stock exclusions, and exit planning
Stay current on tax law changes affecting high net worth individuals and communicate relevant updates to the advisory team and clients
Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
Compliance with the Firm’s quality control standards
Additional projects, furthering the service of clients, as needed

15% discretionary yearly bonus

Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave

Travel: No Travel required

Work experience:
~Bachelor’s degree, Accounting or Finance
Deep knowledge of individual income tax, capital gains, estate and gift tax, and trust taxation
Experience with investment-related tax matters including partnership K-1s, qualified dividends, and wash sale rules
Strong understanding of retirement account taxation and planning strategies
Excellent communication skills with the ability to explain complex tax concepts to non-tax professionals and clients
Work is generally performed within an office environment, with standard office equipment available.

#Department Account Management & Service

Required Travel: No Travel Required

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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