Tax Manager, Asset Management

LiveWell Homecare Agency, LLC; Atlanta (GA); On-site; USD 120,000 - 190,000; Full time

Job summary

LiveWell Homecare Agency, LLC seeks a Tax Manager to provide tax compliance and advisory services for pass-through entities and partnerships, primarily within the Asset Management sector. You will manage client portfolios, lead engagements, and coordinate multidisciplinary teams.

The role requires at least five years of pass-through and partnership tax experience, a Bachelor's degree, and a CPA/EA/JD/LLM or equivalent license within one year.

Qualifications

• Five years of recent pass-through and partnership tax experience in an accounting firm, corporation, or law firm.
• Bachelor’s degree from an accredited institution required.
• Licensed CPA, EA, JD/LLM, or other approved credential; if not initially held, must obtain within one year of employment.
• Experience managing multiple client engagements and teams.
• Excellent verbal and written communication skills; ability to articulate complex information.

Responsibilities

• Manage client portfolios, acting as the main contact and building strong relationships.
• Oversee multiple client engagements, ensuring quality, risk management, and financial performance including billing and budgets.
• Lead and coordinate multidisciplinary teams of tax professionals and assistants.
• Deliver high-quality tax advice and ensure compliance with regulations.
• Contribute to market and business development activities.

Skills

Pass-through tax

Partnership tax

Leadership

Communication skills

Education

Bachelor’s degree

CPA/EA/JD/LLM license

Job description

Role Summary: Seeking a Tax Manager to provide tax compliance and advisory services for pass-through entities and partnerships, primarily within the Asset Management sector. Key Responsibilities:

• Manage client portfolios, acting as the main contact and building strong relationships
• Oversee multiple client engagements, ensuring quality, risk management, and financial performance including billing and budgets
• Lead and coordinate multidisciplinary teams of tax professionals and assistants
• Deliver high-quality tax advice and ensure compliance with regulations
• Contribute to market and business development activities

Qualifications & Skills:

• At least five years of recent pass-through and partnership tax experience in an accounting firm, corporation, or law firm
• Bachelor’s degree from an accredited institution
• Licensed CPA, EA, JD/LLM, or other approved credential; if not initially held, must obtain within one year of employment
• Experience managing multiple client engagements and teams
• Excellent verbal and written communication skills, capable of articulating complex information effectively

The role emphasizes leadership, client management, technical tax expertise, and adherence to professional standards, within a collaborative and innovative environment.