Senior Tax Manager, Wealth & Private Client Advisory

Shift Pursuit; Sandy Springs (GA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Shift Pursuit in Sandy Springs, GA seeks a seasoned Tax Manager to lead complex tax engagements for high-net-worth clients, families, and closely held entities. You will provide planning and advisory services alongside compliance, and mentor staff to strengthen the tax team.

Candidates must hold an active CPA, have 7+ years in progressive public accounting tax, and demonstrate strong multi-state, investment, real estate, and estate tax knowledge with excellent client relationship skills.

Qualifications

• Experience providing tax planning and advisory services.
• Strong knowledge of individual, partnership, trust and estate taxation.
• Experience with high-net-worth individuals and closely held businesses.
• Proven ability to mentor junior staff and review complex work.

Responsibilities

• Manage and review complex tax engagements for HNW individuals and entities.
• Provide tax planning and advisory services alongside compliance.
• Handle multi-state tax matters and investment structures.
• Research technical tax issues and develop practical solutions.
• Collaborate with wealth management professionals for a coordinated client experience.
• Review staff work, provide guidance, and develop the tax team.

Skills

Tax planning

Multi-state tax

Mentoring staff

Client relationships

Reviewing returns

Education

CPA License Active

Job description

Shift Pursuit in Sandy Springs, GA seeks a seasoned Tax Manager to lead complex tax engagements for high-net-worth clients, families, and closely held entities. You will provide planning and advisory services alongside compliance, and mentor staff to strengthen the tax team.

Candidates must hold an active CPA, have 7+ years in progressive public accounting tax, and demonstrate strong multi-state, investment, real estate, and estate tax knowledge with excellent client relationship skills.