Tax Manager
CyberCoders
Job Description
Job Description
Tax Manager
About Us
Our Company, with multiple locations in GA, is a financial advisory firm that offers a range of services, primarily focused on retirement plans and individual financial planning. We provide consulting for employer-sponsored retirement plans, participant education, compliance, administration, and personal retirement strategies. The goal, as a firm, is to simplify the complexity of managing retirement plans for businesses while providing personalized advice for individual clients with offers of asset management and tax planning services for the over 1 Billion Dollars in assets we manage.Because of our growth, we are seeking a highly skilled and experienced Tax Advisor/Manager/Senior Manager to join our team.
In this role, you will lead tax strategy, compliance, and planning services for a variety of clients, ensuring accurate and timely completion of all tax filings while providing high-level advisory support on complex tax issues. The ideal candidate will have a deep understanding of tax regulations, excellent leadership skills, and the ability to manage client relationships effectively. We understand that a lot of you coming out of Public Accounting environments have experienced tough work conditions. This would be an amazing oppertunity for someone who wants to leave the grind & focus on the relationship side of things. ----This will require in office time for our Athens Location but will have a hybrid/remote schedule----Responsibilities
-Lead the review of complex tax returns, with a focus on High Net Worth Individuals, Trust, Estate, Gift & NFP. (Some C & S Corp)
-Oversee tax compliance and ensure timely filing of all federal, state, and local tax returns.
-Advise clients on tax-saving strategies, including tax planning, structuring, and compliance for businesses and individuals.
-Manage and mentor a team of tax professionals, providing guidance and oversight on client projects.
-Stay current with changing tax regulations and ensure clients are aware of potential impacts on their financial strategies.
-Develop and maintain strong client relationships by offering proactive tax advice and fostering trust.
-Collaborate with the financial planning and asset management teams to provide integrated services and ensure all financial aspects of clients' needs are met.
-Provide support for tax audits and inquiries by tax authorities as needed.
Qualifications:
- Bachelor's degree in Accounting, Finance, or a related field (Master's is preferred).
- Active CPA Certification
- Minimum of 5 recent years of experience in tax accounting or public accounting leadership/managerial role.
- Strong knowledge of federal, state, and local tax laws, with proven experience in tax planning and compliance.
- Leadership and project management skills, with the ability to handle multiple clients and deadlines.
- Excellent communication and interpersonal skills for effective client interaction.
- Proficiency in tax software and accounting systems.
Benefits
- Competitive salary and performance bonuses
- Health and retirement benefits
- Unlimited PTO
- Hybrid/Remote Flexible Work Environment
- Opportunities for professional development
- Collaborative and client-focused work environment
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