Tax Manager - High Networth Individuals
Staff Financial Group
Our client has an immediate need for a Tax Manager at their Atlanta office. Working with Partners on our HN / Personal Financial Services team, Managers help to lead, mentor and coach team members in various areas of tax compliance and across consulting engagements. They are responsible for management of engagements and client communications while promoting a collaborative environment to bring value to clients. Duties and responsibilities Develops effective working relationships with clients and firm associates Collaborates with others to provide quality service to clients Engages in professional and efficient communication with clients Leads client meetings Promotes additional services to client when appropriate Develops intimate knowledge of clients and their business activities Communicates with the IRS and other state authorities in a professional manner Stays abreast of current economic and business events Technical Skills Exhibits a high level understanding of technical requirements, procedures and principles Demonstrates knowledge and understanding of specialized industry and/or regulatory requirements Helps to manage and monitor preparation and review of complex individual, estate, gift, trust and business tax returns, including projections and estimate calculations Reviews and advises on technical research memorandum Ability to apply relevant tax law to clients and circumstances Identifies area of specialization and is continuously refining skills, knowledge and expertise Leading People Builds and maintains positive relationships across the firm Contributes and supports new ideas on internal processes and client engagements Promotes and exhibits work-life balance for associates Effectively delegates responsibility providing proper instructions, monitoring and coaching Conducts training for lower level associates Manages projects by scheduling associates, tracking completion and managing the budget Business Results Gives feedback effectively to minimize repeated errors and apply new concepts Maintains open communication with team regarding the progress of completion on projects Participates actively in training and developmental opportunities, both as an attendee and as a facilitator Manages all aspects of billing, including client inquiries Develops appropriate fee quotes for new tax engagements Utilizes computer applications and relevant technology effectively Enters time daily Executive Presence Participates in Firm events Commits to outside reading, studying and professional growth Represents the goals of the firm on a consistent basis internally and externally Networks to promote business and for development purposes Qualifications Accounting undergraduate degree required, Master’s preferred CPA required 5+ years of tax experience is required, preferably with High Net Worth Individuals Advanced knowledge of Federal income tax laws and principles of individual and business taxation is required Excellent written and verbal communication skills Strong time management, organizational and prioritization skills Strong project management and delegation skills This is an excellent opportunity with a top tier firm. If you would like to be considered please send a copy of your resume to View email address on click.appcast.io. #J-18808-Ljbffr Staff Financial Group
- Tax Manager - High Net Worth - Remote Who: An experienced tax professional with 5+ years of ultra-high-net-worth public accounting experience... ...accounting experience focused on ultra-high-net-worth individuals. Strong communication and relationship‑management abilities...SuggestedFull timeWork at officeImmediate startRemote work
- ...has an immediate need for an experienced Tax Manager at their Atlanta location. Job details... ...and time constraints while providing a high-level of client service Reviews complex... ...federal and state income tax returns for individuals, trusts, and businesses; consults on complex...SuggestedLocal areaImmediate start
- Tax Manager - High Net Worth - Atlanta, GA Who: A CPA with at least five years of public accounting experience and strong technical expertise in trust and estate taxation. What: Performs final technical reviews of trust and estate income tax returns while leading...SuggestedFull timeWork at officeImmediate start
- Tax Senior Manager - High Net Worth - Remote Who: A highly experienced tax professional with at least eight years of fiduciary and high-net-worth tax experience and advanced credentials (CPA required; EA, CFTA, CFP, PFS, or PFP strongly preferred). What: Reviews and evaluates...SuggestedFull timeWork at officeImmediate startRemote work
- A financial services firm is seeking an experienced Tax Manager - High Net Worth to oversee client referrals and ensure exceptional service. This remote role requires a CPA, JD, or EA designation along with over 5 years of public accounting experience focused on ultra-...SuggestedRemote job
- ...leading financial services firm in Atlanta is seeking an experienced Tax Manager to oversee tax services for multiple clients across various... ...role also involves staff management and development, delivering high-quality client service. #J-18808-Ljbffr Staff Financial Group
- 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...Full timeWork at officeImmediate start
- A professional services firm is seeking a Tax Senior Manager specializing in high-net-worth clients. The role involves reviewing complex tax filings, managing client relationships, and leading a new centralized tax program. Candidates should possess at least 8 years of...Remote job
- ...with growing organizations to place high-impact accounting and tax professionals who bring both technical... ...This role is responsible for managing corporate tax compliance and supporting... ...needed Assist with fiduciary and individual tax returns, estimates, and related...Work at officeLocal area
- ...The Atlanta office is looking for a Tax Manager to proactively manage and coordinate the financial affairs of ultra-high net worth families, resulting in their tax, financial... .... RESPONSIBILITIES: • Review and sign individual, trust, partnership, and corporate...Work experience placementWork at officeFlexible hours
- ...Company Overview Job Description: The Tax Manager plays a key role in ensuring RaceTrac... ...needed. • Assist with fiduciary and individual income tax returns, estimates, and related... ...projects. • Ability to manage high-volume compliance work with accuracy and...Local areaRelocation
$91.7k - $168.1k
...to build a better working world. Tax-Indirect-Excise Tax-Manager The opportunity Our EDGE practice... ...that comes with producing high-quality, valued work and advice. This... ...Sacramento) is $110,100 to $191,000. Individual salaries within those ranges are determined...Summer holidayFlexible hours$110k - $125k
...Tax Manager - Hybrid Opportunity (ATL) Rare opportunity: join a highly respected wealth management firm that is rapidly expanding! You'll have the opportunity... ...serving High-Net-Worth and Ultra-High-Net-Worth individuals. In this leadership role, you'll mentor and...Work at officeLocal area- ...tasked with finding a 5+ year experienced tax manager for a prestigious Atlanta tax firm. The... ..., partnerships Experienced in individual taxation and tax planning Experienced... ...tax planning strategies for business and high-net-worth individuals Experienced with...
$106k - $125k
...Tax Manager (Atlanta, GA) We are looking for a Tax Manager to join our Tax Team. The Tax... ...provide tax compliance services to our high-net-worth clients. We are looking for someone... ...for client service with experience in individual and entity tax preparation and review....Temporary workWork at officeLocal areaHome officeMonday to Friday- ...Axon is seeking an experienced Direct Tax Manager to support the continued growth and execution... ...direct tax function. This hands-on individual contributor role will support key areas... ...comfortable operating in a fast-paced, high-growth multinational environment. The ideal...Work at officeRemote work
- ...Tax Manager At Bennett Thrasher, we offer the expertise and opportunities of a large accounting... ...in firm activities that reflect your individual passions; from our Business Resource... .... Responsibilities: Exhibits a high level understanding of technical requirements...Local areaImmediate start
- Tax Manager - Atlanta, GA Who: A seasoned tax professional with at least 7 years of public... ...in Atlanta, GA Why: To take on a high-impact managerial role providing strategic... ...tax engagements, advise clients across individual and business tax matters, supervise staff...Full timeWork at officeImmediate start
- ...Job Description Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm:... ...filings for corporations, partnerships, and high-net-worth individuals. Provide strategic tax planning and compliance services...Full timeRemote workFlexible hours
- ...increased efficiencies into our tax compliance process. Prepare... ...Assist with fiduciary and individual income tax returns, estimates,... ...accounting experience at the manager level. ~ Proficiency in Microsoft... .... ~ Ability to manage high-volume compliance work with accuracy...Full timeLocal areaRelocation package
- ...Job Description Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We... ...engagements for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and compliance...Full timeRemote workFlexible hours
$106k - $125k
...integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...tax compliance services to our high-net-worth clients. We are looking for... ...for client service with experience in individual and entity tax preparation and...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$110k - $140k
...Description RARE OPPORTUNITY: 100% REMOTE TAX MANAGER (REVIEW, PLANNING, ADVISORY ONLY) Let’s... ...practice tax. They are looking for a high-level technical tax professional who thrives... ...business tax returns and HNW/UHNW individual returns for accuracy and quality Review...Remote work$120k - $165k
...Job Description Job Description Tax Manager – Public Accounting Firm Location: Atlanta... ...Responsibilities Manage complex tax engagements for individuals, partnerships, S-corps, and closely held... ...Prior experience working with high-net-worth individuals, trusts, or family...Work at officeFlexible hours3 days per week- ...is expanding and seeking an experienced Tax Manager to join a growing team handling sophisticated... ...Advise clients on a full spectrum of individual partnership corporate and trust and... ...planning strategies for businesses and high net worth individuals including multi-state...
- ...for you . We are currently seeking a Tax Manager with minimum of 7 years of experience to... ...advise clients on a full spectrum of individual, partnership, corporate, and trust and estate... ...skills Strong research skills, highly organized, and proficient in multi-tasking...
$73.5k - $212.28k
...to 20% At PwC, our people in tax services focus on providing... ...compliance, and strategy. These individuals help businesses navigate complex... ...and compliance services to high-net-worth individuals and privately... ...'s unique strengths, and managing performance to deliver on client...Full timeH1bWork at officeRemote work$103.6k - $189.9k
...better working world. US – Tax – PAS – Global Payroll Operate – US Payroll – Tax Services Manager Will you shape the future... ...play a pivotal role within a highly focused global payroll operate... ...Sacramento) is $124,300 to $215,800. Individual salaries within those ranges...Contract workSummer holidayLocal areaFlexible hours- A financial services firm in Atlanta, GA is seeking a Senior Tax Manager specialized in high-net-worth tax matters. The successful candidate will oversee complex tax engagements, prepare and review fiduciary tax returns, and develop strong client relationships. Ideal applicants...Work at office
$130k - $175k
...Job Description Job Description Tax Manager Tax Manager | HYBRID I $130k-$175k We are looking for a high-level Tax Manager to lead compliance, reporting, and... ...with and providing reasonable accommodation to individuals with physical and mental disabilities....Ongoing contractLocal area
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