Senior Tax Manager - High Net Worth
Staff Financial Group
Job Description Senior Tax Manager - High Net Worth - Atlanta, GA Who: A highly experienced tax professional with specialized fiduciary, trust, and estate expertise and 8+ years handling complex high-net-worth tax matters. What: Leads preparation and review of trust and estate returns, fiduciary accountings, and advanced high-net-worth tax planning while delivering exceptional client service. When: Full-time senior leadership opportunity available immediately. Where: Atlanta, GA Why: To strengthen the firm's high-net-worth and fiduciary tax practice through expert oversight, technical excellence, and strong client and referral relationship development. Office Environment: A collaborative, detail-driven, fiduciary-focused setting that values precision, professionalism, and high-quality client care. Salary: Competitive and commensurate with senior-level expertise. Position Overview:
The Senior Tax Manager - High Net Worth oversees complex trust, estate, gift, and high-net-worth tax engagements; prepares and reviews fiduciary returns and accountings; develops client and referral relationships; mentors staff; and ensures exceptional technical accuracy while supporting the firm's growth. Key Responsibilities:
- Prepare and conduct initial reviews of 1041 trust and estate income tax returns.
- Prepare fiduciary accountings with working knowledge of state statutes and document review requirements.
- Analyze complex tax issues and provide well-reasoned conclusions.
- Perform diversified accounting and tax assignments under senior leadership.
- Demonstrate strong technical proficiency, adherence to standards, and high-quality work.
- Meet client deadlines and manage time effectively.
- Participate in firm training and assist in developing technical skills of others.
- Deliver exceptional client service through accuracy, responsiveness, and attention to detail.
- Build and maintain strong client and referral relationships. Qualifications:
- Fiduciary experience required; law firm or trust department experience considered.
- Minimum of 8 years' experience preparing and reviewing 1041, 706, and 709 returns, plus high-net-worth 1040 planning affecting estate and gift tax matters.
- Family office fiduciary tax or administration experience is a plus.
- Experience working with GST filings, including Forms 706-GS(D) and 706-GS(T), preferred.
- CPA required; additional credentials strongly preferred: EA, CFTA, CFP, PFS, or PFP. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
The Senior Tax Manager - High Net Worth oversees complex trust, estate, gift, and high-net-worth tax engagements; prepares and reviews fiduciary returns and accountings; develops client and referral relationships; mentors staff; and ensures exceptional technical accuracy while supporting the firm's growth. Key Responsibilities:
- Prepare and conduct initial reviews of 1041 trust and estate income tax returns.
- Prepare fiduciary accountings with working knowledge of state statutes and document review requirements.
- Analyze complex tax issues and provide well-reasoned conclusions.
- Perform diversified accounting and tax assignments under senior leadership.
- Demonstrate strong technical proficiency, adherence to standards, and high-quality work.
- Meet client deadlines and manage time effectively.
- Participate in firm training and assist in developing technical skills of others.
- Deliver exceptional client service through accuracy, responsiveness, and attention to detail.
- Build and maintain strong client and referral relationships. Qualifications:
- Fiduciary experience required; law firm or trust department experience considered.
- Minimum of 8 years' experience preparing and reviewing 1041, 706, and 709 returns, plus high-net-worth 1040 planning affecting estate and gift tax matters.
- Family office fiduciary tax or administration experience is a plus.
- Experience working with GST filings, including Forms 706-GS(D) and 706-GS(T), preferred.
- CPA required; additional credentials strongly preferred: EA, CFTA, CFP, PFS, or PFP. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
Vacancy posted 3 days ago
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