Tax Manager – Sandy Springs, Georgia

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

Introduction:

We’re representing a Sandy Springs, GA wealth management and tax firm that has been helping individuals and families navigate their finances for more than 30 years. As the firm’s services have expanded to include tax planning and preparation, they are looking for a Tax Manager who can bring strong technical tax expertise while developing trusted relationships with sophisticated clients.

Key Responsibilities:

• Manage and review complex tax engagements for HNW individuals, families, business owners, trusts, estates, partnerships, and S-Corps.


• Provide tax planning and advisory services alongside compliance, helping clients make informed decisions around their broader financial goals.


• Handle complex federal and multi-state tax matters, including investment and pass-through structures.


• Research technical tax issues and develop practical solutions for clients.


• Work collaboratively with wealth management professionals and other advisors to provide a coordinated client experience.


• Review Staff and Senior work, provide technical guidance, and support the development of the tax team.


• Build long-term relationships with clients through proactive communication and personalized advice.


• Assist with IRS and state correspondence, notices, and amended filings as required.

Requirements:

• Active CPA license.


• 7+ years of progressive public accounting tax experience.


• Strong experience working with high-net-worth individuals, families, and closely held businesses.


• Excellent knowledge of individual, partnership, S-Corp, trust, and estate taxation.


• Experience with complex investment, private equity, real estate, or family office structures is highly valued.


• Strong tax planning, research, and multi-state experience.


• Previous experience reviewing returns and mentoring junior professionals.


• Excellent communication skills and the ability to develop lasting client relationships.

Note:

Only shortlisted candidates will be contacted and should you not hear from us within 2 weeks, please consider your application unsuccessful.