Senior Tax Manager, High Net Worth & Private Clients

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

Job summary

A leading accounting and advisory firm in Alpharetta is seeking a Tax Manager responsible for planning, managing, and reviewing client tax engagements. The ideal candidate will possess a Bachelor’s and/or Master’s degree in Accounting, an active CPA license, and over 5 years of experience in high net worth tax planning and compliance. Key responsibilities include managing tax returns, developing client relationships, and ensuring compliance with tax laws. This position offers significant growth and mentorship opportunities.

Qualifications

• 5+ years of experience in HNW tax planning, compliance, and consulting in public accounting.
• Deep understanding of estate, gift, and trust tax laws.
• Proven expertise in overseeing complex client engagements.

Responsibilities

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

Skills

Tax planning strategies

Client relationships

Analytical skills

Project management

Knowledge of tax laws

Education

Bachelor’s degree in Accounting

Master’s degree in Accounting

Active CPA license

Tools

CCH Axcess

Microsoft Office Suite

Job description

A leading accounting and advisory firm in Alpharetta is seeking a Tax Manager responsible for planning, managing, and reviewing client tax engagements. The ideal candidate will possess a Bachelor’s and/or Master’s degree in Accounting, an active CPA license, and over 5 years of experience in high net worth tax planning and compliance. Key responsibilities include managing tax returns, developing client relationships, and ensuring compliance with tax laws. This position offers significant growth and mentorship opportunities.