Tax Planning & Advisory Lead

Cobb Community Foundation; Cartersville (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

Asset Management Group in Cartersville, GA seeks an experienced Tax Planning & Advisory Lead to integrate tax strategy with comprehensive financial planning. You will work closely with financial advisors to deliver proactive tax insights and shape AMG's advisory services.

You will guide complex planning for business owners and high‑net‑worth individuals, leveraging a strong tax background and client‑facing consulting approach. This role emphasizes advisory influence and collaborative growth.

Qualifications

• 7+ years of progressive tax experience in public accounting, private client services, family office, or similar environments.
• Strong knowledge of individual and closely held business taxation.
• Ability to identify tax planning opportunities beyond annual compliance.
• Experience working directly with business owners and high‑income individuals.

Responsibilities

• Provide proactive, year‑round tax planning for high‑income individuals, families, and closely held business owners.
• Review complex individual and business tax returns to identify planning opportunities, risks, and areas for analysis.
• Develop tax projections and multi‑year planning strategies.
• Advise on business-owner tax considerations including entity structure, compensation, retirement plans, and succession planning.
• Research and translate complex tax matters into practical recommendations for clients and advisors.
• Monitor changes in tax law and assess impacts on AMG clients.
• Educate the advisory team on tax issues and planning opportunities.
• Assist or oversee preparation of individual income tax returns as AMG expands tax services.

Skills

Tax planning

Client advisory

Tax research

Communication

Analytical thinking

Education

CPA

Enrolled Agent

Job description

Asset Management Group (AMG) is an independent wealth management and financial planning firm in Cartersville, Georgia. We are expanding our tax planning capabilities and looking for an experienced tax professional who wants to use their expertise in a different way.

This is not a traditional tax preparation role.

We're looking for someone who enjoys the advisory side of the profession—solving complex tax problems, working with successful individuals and business owners, and helping clients make better decisions before the tax consequences are already determined.

As our Tax Planning & Advisory Lead, you'll serve as an internal tax resource and work directly alongside our financial advisors to bring tax expertise into the broader financial planning process. You'll have the opportunity to build deeper relationships with clients, collaborate across disciplines, and help shape how tax planning is delivered within a growing advisory firm.

What You'll Do

• Provide proactive, year-round tax planning for high-income individuals, families, and closely held business owners
• Review individual and business tax returns to identify planning opportunities, risks, and areas requiring further analysis
• Develop tax projections and evaluate multi-year planning strategies
• Advise on business-owner tax considerations, including entity structure, owner compensation, retirement plans, succession planning, and business transitions
• Evaluate tax implications surrounding liquidity events, business sales, and other significant financial decisions
• Identify individual planning opportunities involving retirement distributions, Roth conversions, charitable giving, capital gains, and other tax strategies
• Research complex tax matters and translate technical tax concepts into practical recommendations for clients and advisors
• Monitor changes in tax law and proactively identify how those changes may affect AMG clients
• Help educate our advisory team on tax issues and planning opportunities
• Prepare and/or oversee individual income tax returns as AMG expands tax preparation as part of our client offering
• Help develop the processes, technology, and standards that will support AMG's growing tax planning capabilities

Why This Opportunity Is Different
We aren't expecting someone to walk in already knowing how a wealth management firm approaches tax planning. We can teach you how we integrate tax strategy into the broader financial planning process.

What we're looking for is much harder to teach: a strong tax foundation, experience working with successful business owners and individuals, sound professional judgment, curiosity, and the ability to recognize opportunities beyond simply preparing an accurate return.

For someone coming from public accounting or a traditional tax environment, this is an opportunity to spend more time on the advisory work—developing deeper relationships with a smaller group of clients and participating in decisions involving their businesses, investments, retirement, estate planning, and overall financial lives. Tax preparation and planning is an important part of the role because we believe having direct visibility into our clients' tax returns creates better opportunities for planning. The goal isn't simply to prepare the return—it's to use what we learn from it to help clients make better decisions throughout the year.

You'll also have the opportunity to help us build something. Tax planning is an important part of AMG's future, and this person will have a meaningful voice in shaping how we deliver it.

Our culture is collaborative, relationship-driven, and intentionally approachable. We value people who take ownership, exercise sound judgment, communicate well, remain curious, and genuinely care about the people they serve.

If you've built a successful career in tax but find yourself increasingly drawn to the advisory side of the profession, we'd love to have a conversation.

What We're Looking For

• CPA strongly preferred, or Enrolled Agent
• Approximately 7+ years of progressive tax experience in public accounting, private client services, family office, or a comparable tax environment
• Strong knowledge of individual and closely held business taxation
• Meaningful experience working directly with business owners and high-income individuals
• Experience preparing and/or reviewing complex individual and business tax returns
• Demonstrated ability to identify tax planning opportunities beyond annual compliance
• Strong understanding of business-owner tax considerations, including entity structure, compensation, retirement plans, succession, and business transitions
  Ability to research and apply complex federal and state tax law
• Strong analytical and problem-solving skills
• Exceptional accuracy, attention to detail, and professional judgment
• Ability to explain complex tax concepts clearly to clients and professionals who may not have a tax background
• Comfortable collaborating with financial advisors, attorneys, CPAs, and other professionals
• Client-focused, personable, and comfortable developing long-term professional relationships
• Desire to work in a collaborative environment and help build and improve a growing tax planning function

Helpful, But Not Required

• Experience working within an RIA, wealth management firm, family office, or financial planning environment
• Experience with high-net-worth individual tax planning
• Experience with business succession, M&A, or significant liquidity events
• Familiarity with multi-year tax planning and modeling
• Experience mentoring or educating other professionals on tax matters