Tax Strategy Manager or Senior Associate

LHH; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Job summary

A prominent investment management firm is seeking a Tax Strategy Manager to lead tax planning strategies for clients. The role requires a CPA and at least 2 years of experience in tax preparation. Responsibilities include developing tax strategies, conducting projections, and mentoring junior staff. The position offers a full-time employment with competitive benefits and a supportive environment.

Qualifications

• 2+ years of experience in tax preparation (individual and/or business) and progressive tax planning and advisory.
• CPA or Enrolled Agent License Required.
• Prior public accounting highly preferred.
• Bachelor’s degree in Accounting; Master’s preferred

Responsibilities

• Develop proactive tax planning strategies for clients.
• Conduct in-depth tax projections.
• Serve as final partner reviewer on individual and business returns prepared by staff or outside partners.
• Respond to IRS and state agency audits, inquiries, and tax notices.
• Assist with training and mentoring for new hires and junior team members.
• Stay current in tax areas by attending professional development and continuing education sessions.

Skills

Tax planning strategies

Tax preparation

Leadership

Education

Bachelor’s degree in Accounting

Master's preferred

Job description

Tax Strategy Manager or Senior Associate

This range is provided by LHH. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

LHH is working with a prominent investment management firm on a Corporate Tax Manager search. You will lead a team to provide tax planning strategies for clients and prospects of the firm. This position has the option of joining as department head or a quick trajectory up to department head/Director depending on relevant experience.

This position requires a CPA and several years of prior tax planning & preparation experience. Prior public accounting is a plus. The company consistently provides competitive salaries, benefits, and a friendly atmosphere & positive culture.

Job Responsibilities:

• Develop proactive tax planning strategies for clients
• Conduct in-depth tax projections
• Serve as final partner reviewer on individual and business returns prepared by staff or outside partners
• Respond to IRS and state agency audits, inquiries, and tax notices
• Assist with training and mentoring for new hires and junior team members
• Stay current in tax areas by attending professional development and continuing education sessions

Minimum Qualifications:

• Bachelor’s degree in Accounting
• Master's preferred
• 2+ years of experience in tax preparation (individual and/or business) and progressive tax planning and advisory
• CPA or Enrolled Agent License Required
• Prior public accounting highly preferred

Seniority Level

Director

Employment Type

Full-time

Job Function

Accounting/Auditing and Management

Industries

Financial Services and Investment Management

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance

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