High Net Worth Senior Tax Manager

Frazier & Deeter; Alpharetta (GA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

A top accounting and advisory firm in Alpharetta seeks a Senior Tax Manager to manage complex tax returns for high-net-worth individuals and lead client engagements. Candidates should have over 8 years of relevant experience, a CPA license, and strong analytical and communication skills. This full-time role offers a hybrid work arrangement and requires expertise in tax laws and project management.

Qualifications

• 8+ years of experience in high-net-worth tax planning and compliance.
• Proven expertise in overseeing complex client engagements.
• Deep understanding of estate, gift, and trust tax laws.

Responsibilities

• Manage and review complex tax returns for high net worth individuals.
• Lead tax engagements from start to finish including planning.
• Ensure timely and accurate filing of client tax returns.

Skills

Analytical skills

Communication skills

Project management

Attention to detail

Client relationship management

Education

Bachelor’s degree in Accounting

Master’s degree in Accounting

Active CPA license

Tools

CCH Axcess

Microsoft Office Suite

Job description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary

A Senior Tax Manager works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office.

Duties / Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions.
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery.
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
• Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively.
• Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines.
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy.
• Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations.
• Extensive knowledge of federal, state, and local tax regulations.
• Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously.
• Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development.
• Monitor engagement profitability through managing budgets, billing, and client expectations effectively.

Education and Experience

• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license.
• 8+ years of experience in HNW tax planning, compliance, and consulting in public accounting.
• Deep understanding of estate, gift, and trust tax laws and their application.
• Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles.
• Familiarity with family office services and private foundation structures.
• Proven expertise in overseeing complex client engagements and delivering high-quality client service.
• Ability to develop tax planning strategies for clients.
• Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite.
• Experience supervising, training, developing, and reviewing the work of staff and senior associates.

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Finance, Consulting, and Accounting/Auditing

Industries

Technology, Information and Internet

Work Arrangement

Hybrid