Senior Tax Manager - High Net Worth

NorthPoint Search Group; Atlanta (GA); Vor Ort; USD 130.000 - 180.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Fiduciary tax

Trust & estate taxation

Client relationships

Tax planning

Ausbildung

CPA

Advanced credentials

Tools

GST filings

Jobbeschreibung

Senior Tax Manager

• High Net Worth
• Atlanta, GA

Who: A highly experienced tax professional with specialized fiduciary, trust, and estate expertise and 8+ years handling complex high-net-worth tax matters.

What: Leads preparation and review of trust and estate returns, fiduciary accountings, and advanced high-net-worth tax planning while delivering exceptional client service.

When: Full-time senior leadership opportunity available immediately.

Where: Atlanta, GA

Why: To strengthen the firm's high-net-worth and fiduciary tax practice through expert oversight, technical excellence, and strong client and referral relationship development.

Office Environment: A collaborative, detail-driven, fiduciary-focused setting that values precision, professionalism, and high-quality client care.

Salary: Competitive and commensurate with senior-level expertise.

Position Overview:

The Senior Tax Manager - High Net Worth oversees complex trust, estate, gift, and high-net-worth tax engagements; prepares and reviews fiduciary returns and accountings; develops client and referral relationships; mentors staff; and ensures exceptional technical accuracy while supporting the firm's growth.

Key Responsibilities:

• Prepare and conduct initial reviews of 1041 trust and estate income tax returns.
• Prepare fiduciary accountings with working knowledge of state statutes and document review requirements.
• Analyze complex tax issues and provide well-reasoned conclusions.
• Perform diversified accounting and tax assignments under senior leadership.
• Demonstrate strong technical proficiency, adherence to standards, and high-quality work.
• Meet client deadlines and manage time effectively.
• Participate in firm training and assist in developing technical skills of others.
• Deliver exceptional client service through accuracy, responsiveness, and attention to detail.
• Build and maintain strong client and referral relationships.

Qualifications:

• Fiduciary experience required; law firm or trust department experience considered.
• Minimum of 8 years' experience preparing and reviewing 1041, 706, and 709 returns, plus high-net-worth 1040 planning affecting estate and gift tax matters.
• Family office fiduciary tax or administration experience is a plus.
• Experience working with GST filings, including Forms 706-GS(D) and 706-GS(T), preferred.
• CPA required; additional credentials strongly preferred: EA, CFTA, CFP, PFS, or PFP.