High Net Worth Tax Manager (Trusts & Estates)

NorthPoint Search Group; Atlanta (GA); On-site; USD 130,000 - 180,000; Full time

Job summary

NorthPoint Search Group seeks a Senior Tax Manager—High Net Worth—to oversee complex fiduciary and estate tax engagements. You will lead preparation and review of fiduciary returns, develop client and referral relationships, and mentor staff while upholding technical excellence.

CPA required with advanced credentials preferred; fiduciary tax experience in a law firm or trust department is valued. This full-time role is based in Atlanta, GA and demands high accuracy and client service.

Qualifications

• Minimum 8 years of experience preparing and reviewing 1041, 706, and 709 returns.
• Experience in high-net-worth planning affecting estate and gift tax matters.
• Familiarity with family office fiduciary tax or administration is a plus.

Responsibilities

• Oversee preparation and review of trust, estate, and fiduciary returns.
• Develop client and referral relationships to grow the practice.
• Mentor staff and ensure technical accuracy and quality.

Skills

Fiduciary tax

Trust & estate taxation

Client relationships

Tax planning

Education

CPA

Advanced credentials

Tools

GST filings

Job description

NorthPoint Search Group seeks a Senior Tax Manager—High Net Worth—to oversee complex fiduciary and estate tax engagements. You will lead preparation and review of fiduciary returns, develop client and referral relationships, and mentor staff while upholding technical excellence.

CPA required with advanced credentials preferred; fiduciary tax experience in a law firm or trust department is valued. This full-time role is based in Atlanta, GA and demands high accuracy and client service.