Tax Manager - High Net Worth

Swoon; Atlanta (GA); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Annual Bonus

Job summary

A leading accounting firm in Atlanta is seeking an experienced Tax Manager (High Net Worth) to oversee tax compliance and client advisory, ensuring high standards of service. This role offers the flexibility of a hybrid work schedule, combining in-office and remote work. The ideal candidate will have a strong background in tax regulations and a valid CPA license. This position involves managing client engagements, advising on tax strategies, and supporting junior staff. Comprehensive benefits and competitive salary range from $130,000 to $150,000 are offered.

Qualifications

• Demonstrated success overseeing multiple client engagements simultaneously.
• Experience providing tax planning and compliance for individuals and businesses.
• Active CPA license is required.

Responsibilities

• Manage a portfolio of client engagements ensuring quality standards.
• Serve as a key contact for clients, explaining technical tax issues.
• Advise on tax strategies for individuals and high-net-worth clients.

Skills

Excellent communication skills

Strong research abilities

Client engagement management

Tax planning and compliance

Supervising junior staff

Education

Bachelor’s degree in Accounting

Master’s in Taxation

Job description

Tax Manager (High Net Worth) – Public Accounting

Location: Atlanta, Georgia

Hybrid Flexibility - 3 days in office and 2 days at home (you can pick your days in office)

Are you looking for a public accounting role that offers both professional challenge and genuine work–life balance? This growing firm is committed to helping you build a career structure that aligns with your lifestyle. Whether you prefer a hybrid schedule or more in‑office collaboration, leadership is open to crafting a setup that works for you.

We are currently searching for an experienced Tax Manager who brings a strong background in tax compliance, planning, and client advisory work. In this role, you’ll collaborate closely with the tax team to strengthen client relationships and provide guidance across a wide range of tax areas—including individual, partnership, corporate, trust, and estate matters. You’ll also stay informed on evolving tax regulations to ensure clients receive accurate, forward‑thinking advice.

What You’ll Do

• Manage a portfolio of client engagements while ensuring all work meets internal quality standards
• Serve as a key point of contact for clients, offering clear explanations of technical tax issues and timely responses
• Advise on tax strategies for individuals, businesses, and high-net-worth clients
• Review work prepared by staff and seniors, offering mentorship and constructive feedback
• Identify potential issues proactively and present recommended solutions to leadership
• Participate in networking and relationship‑building within your professional community
• Take part in performance reviews and contribute to continuous improvement initiatives
• Maintain an understanding of firm economics, including billing responsibilities
• Stay current on tax trends, regulatory updates, and industry best practices
• Support leadership with policy implementation and team communication
• Assist with additional projects as needed

Qualifications

• Excellent written, verbal, and interpersonal communication skills
• Strong research abilities with the ability to manage multiple priorities
• Demonstrated success overseeing multiple client engagements simultaneously
• Experience providing tax planning and compliance for individuals and businesses
• Background in multi‑state and consolidated returns
• Prior experience training or supervising junior team members preferred
• Industry experience in construction, real estate, technology, manufacturing, distribution, or service provider
• Active CPA license required

Education & Experience

• Bachelor’s degree in Accounting required; Master’s in Taxation strongly preferred
• Minimum of 5 years of experience in public accounting or a closely related role

Base pay range

$130,000.00/yr - $150,000.00/yr

Additional compensation types

• Annual Bonus

Seniority level

Mid‑Senior level

Employment type

Full-time

Job function

Accounting/Auditing

Industries

Accounting

Benefits

• Medical insurance
• Vision insurance
• 401(k)