Hybrid HNW Tax Senior Manager, Wealth Planning

Frazier & Deeter; Atlanta (GA); Hybrid; USD 150,000 - 220,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Frazier & Deeter is seeking a High Net Worth (HNW) Tax Senior Manager to lead complex engagements for strategic clients. You will collaborate with partners and staff, guiding tax planning, compliance, and wealth-management initiatives.

Responsibilities include reviewing returns, managing budgets, and developing client relationships. CPA required; 8+ years public accounting, estate/gift/trust tax expertise, and experience with grantor trust rules preferred. Hybrid work in Atlanta area.

Qualifications

• Bachelor’s or Master’s degree in Accounting.
• Active CPA license required.
• 8+ years of public accounting in HNW tax.

Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• 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.
• Ensure timely and accurate filing of client tax returns, meeting all deadlines.
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy.
• Extensive knowledge of federal, state, and local tax regulations.
• Strong project management and organizational skills to manage multiple engagements.

Skills

Tax planning

Client relationship management

Leadership

Project management

Communication skills

Education

Bachelor’s degree in Accounting

Master’s degree in Accounting

CPA license (Active)

Tools

CCH Axcess

Microsoft Office Suite

Job description

Frazier & Deeter is seeking a High Net Worth (HNW) Tax Senior Manager to lead complex engagements for strategic clients. You will collaborate with partners and staff, guiding tax planning, compliance, and wealth-management initiatives.

Responsibilities include reviewing returns, managing budgets, and developing client relationships. CPA required; 8+ years public accounting, estate/gift/trust tax expertise, and experience with grantor trust rules preferred. Hybrid work in Atlanta area.