Tax Manager

Add Source Group, LLC; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

Add Source Group, LLC is seeking a Tax Manager to join a single-family office in Atlanta. You will handle tax planning, compliance, financial analysis, and accounting across related entities, investments, and business activities, working closely with senior decision-makers and outside advisors.

The role focuses on high-ownership, small-team dynamics, moving between technical tax topics, financial analysis, and special projects to drive strategic outcomes for a sophisticated family.

Qualifications

• 6-10 years of progressive tax experience
• Strong individual and pass-through tax knowledge
• Demonstrated tax planning experience
• Experience working directly with clients, principals, or senior decision-makers
• Advanced Excel and financial modeling skills
• Experience with accounting/GL systems
• Strong communication, discretion, and attention to detail
• Bachelor's degree in accounting, finance, or related field
• CPA, MST, JD, or LLM is a plus

Responsibilities

• Individual and entity-level tax planning and compliance.
• Multi-state tax matters and tax projections.
• Financial modeling and after-tax analysis.
• Review of complex partnership and investment-related tax information.
• Accounting, reconciliations, and monthly close.
• Financial reporting, budgeting, and cash-flow analysis.
• Coordination with external tax, legal, and financial advisors.
• Special projects involving investments, transactions, entities, and other financial matters.

Skills

Advanced Excel

Financial modeling

Client communication

Discretion

Attention to detail

Tax planning

Tax compliance

Accounting/GL systems

Education

Bachelor's degree in accounting, finance, or related field

CPA, MST, JD, or LLM is a plus

Tools

Accounting/GL systems

Job description

We are conducting a confidential search for a Tax Manager to join a single-family office supporting complex financial matters, related entities, investments, and business activities.

This is a hands-on opportunity for someone with strong experience across tax planning, tax compliance, financial analysis, and accounting who enjoys taking ownership and working closely with senior decision-makers and outside advisors.

What You'll Work On:

• Individual and entity-level tax planning and compliance.
• Multi-state tax matters and tax projections.
• Financial modeling and after-tax analysis.
• Review of complex partnership and investment-related tax information.
• Accounting, reconciliations, and monthly close.
• Financial reporting, budgeting, and cash-flow analysis.
• Coordination with external tax, legal, and financial advisors.
• Special projects involving investments, transactions, entities, and other financial matters.

What We're Looking For:

• 6-10 years of progressive tax experience
• Strong individual and pass-through tax knowledge
• Demonstrated tax planning experience
• Experience working directly with clients, principals, or senior decision-makers
• Advanced Excel and financial modeling skills
• Experience with accounting/GL systems
• Strong communication, discretion, and attention to detail
• Bachelor's degree in accounting, finance, or related field
• CPA, MST, JD, or LLM is a plus

This role is ideal for someone who enjoys a high-ownership, small-team environment and is comfortable moving between technical tax matters, financial analysis, accounting, and special projects.