Tax Planning Manager

Job Description

Job Description

This is a role for a high-performing tax professional ready to evolve from traditional compliance work into an elite strategic advisor. You'll design and implement advanced tax reduction strategies, working directly with clients to understand their financial landscape, project the impact of key decisions, and guide them through implementation of strategies that save them millions.

Within 2 months, you'll join client meetings and actively assist with tax reduction strategies. Twice a month, you'll train with industry leaders and take part in a 3-day company retreat.

Details
Location: Atlanta, GA, US · On-site
Employment: Full-time
Travel: 0%
Visa & work authorization: No sponsorship, no relocation offered

About the company
A mission-driven CPA firm dedicated to creating financial freedom for entrepreneurs through advanced tax planning. The team is built of high performers — former college athletes, musicians, moms, and Big 4 alumni — and is disciplined, competitive, and unapologetically focused on results.
Key performance objectives
Learn advanced tax advisory (first 90 days): Transition from a compliance-focused role to a strategic advisor. Take ownership of a portfolio of 5-7 high-value clients, participate in strategy meetings, and independently develop tax projection models identifying a minimum of $250,000 in potential annual savings per client, with a 90%+ client satisfaction score.
Drive measurable client tax savings (by month 6): Lead implementation of foundational and advanced tax reduction strategies, resulting in documented average client tax savings of 15-20% versus prior tax position, while collaborating with the compliance team to ensure elections are filed correctly and clients remain compliant.
Develop & coach team members (first year): Dedicate ~10% of time to coaching junior staff on client engagements and technical tax strategies. Lead at least two internal training sessions on a specialized tax topic.

Responsibilities
Coach clients on tax deduction strategies
Assist clients with implementing and maintaining foundational tax reduction strategies while staying compliant
Advise clients on advanced tax reduction strategies, investments, and decisions
Project tax implications of strategies, events, and key decisions
Collaborate with the tax compliance team on reporting and tax elections
Coach staff on client engagements
Maintain proactive, regular client communication
Occasional assistance with tax return review
What we're looking for
CPA or EA license
Minimum of 7 years' experience in tax
Based within reach of Atlanta
Hungry, gritty, disciplined, and growth-minded — genuinely enjoys tax work
Follows instructions, takes feedback, and meets deadlines without excuses