Tax Manager - High Net Worth

Our client, in metro Atlanta, has an opening for a Tax Manager. This individual will work with Partners on the High Net Worth Individual (HNWI) / Personal Financial Services team. As a Tax Manager, you will lead, mentor, and coach team members in various areas of tax compliance and consulting engagements. You will manage engagements and client communications while fostering a collaborative environment to bring value to clients.

Responsibilities:

• Demonstrate a high level of understanding of technical requirements, procedures, and principles.
• Show knowledge and understanding of specialized industry and regulatory requirements.
• Manage and monitor the preparation and review of complex individual, estate, gift, trust, and business tax returns, including projections and estimate calculations.
• Review and advise on technical research memoranda.
• Apply relevant tax laws to clients and circumstances.
• Identify areas of specialization and continuously refine skills, knowledge, and expertise.
• Develop effective working relationships with clients and firm associates.
• Collaborate with others to provide quality service to clients.
• Engage in and lead client meetings.
• Promote additional services to clients when appropriate.
• Develop intimate knowledge of clients and their business activities.
• Communicate professionally with the IRS and other state authorities.
• Contribute to and support new ideas on internal processes and client engagements.
• Delegate responsibilities effectively, providing proper instructions, monitoring, and coaching.
• Conduct training for associates.
• Manage projects by scheduling associates, tracking completion, and managing budgets.
• Provide effective feedback to minimize repeated errors and apply new concepts.
• Maintain open communication with the team regarding project progress.
• Participate actively in training and developmental opportunities, both as an attendee and facilitator.
• Manage all aspects of billing, including client inquiries.
• Develop appropriate fee quotes for new tax engagements.
• Consistently represent the firm’s goals both internally and externally.
• Network to promote the firm and for personal development purposes.

Qualifications:

• Undergraduate degree in Accounting required; Master’s degree preferred.
• CPA certification required.
• Over 5 years of tax experience, preferably with High Net Worth Individuals.
• Advanced knowledge of Federal and Georgia income tax laws and principles of individual and business taxation.
• Excellent written and verbal communication skills.
• Strong time management, organizational, and prioritization skills.
• Strong project management and delegation skills.

This position offers an excellent opportunity to join a dynamic and collaborative team. If you meet the qualifications and are interested in this role, please send your resume to [email protected]