Tax Manager

Tax Manager - Senior Manager - Wealth Tax Advisory

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. This would be an amazing opportunity 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

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.