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Tax Manager - High Net Worth

stafffinancialgroup · 12 days ago
$124k+
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Full-time
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Our client, in metro Atlanta, has an opening for a Tax Manager. This individual will work with Partners on the High Net Worth Individual (HNWI) / Personal Financial Services team. As a Tax Manager, you will lead, mentor, and coach team members in various areas of tax compliance and consulting engagements. You will manage engagements and client communications while fostering a collaborative environment to bring value to clients.

Responsibilities:

  • Demonstrate a high level of understanding of technical requirements, procedures, and principles.
  • Show knowledge and understanding of specialized industry and regulatory requirements.
  • Manage and monitor the preparation and review of complex individual, estate, gift, trust, and business tax returns, including projections and estimate calculations.
  • Review and advise on technical research memoranda.
  • Apply relevant tax laws to clients and circumstances.
  • Identify areas of specialization and continuously refine skills, knowledge, and expertise.
  • Develop effective working relationships with clients and firm associates.
  • Collaborate with others to provide quality service to clients.
  • Engage in and lead client meetings.
  • Promote additional services to clients when appropriate.
  • Develop intimate knowledge of clients and their business activities.
  • Communicate professionally with the IRS and other state authorities.
  • Contribute to and support new ideas on internal processes and client engagements.
  • Delegate responsibilities effectively, providing proper instructions, monitoring, and coaching.
  • Conduct training for associates.
  • Manage projects by scheduling associates, tracking completion, and managing budgets.
  • Provide effective feedback to minimize repeated errors and apply new concepts.
  • Maintain open communication with the team regarding project progress.
  • Participate actively in training and developmental opportunities, both as an attendee and facilitator.
  • Manage all aspects of billing, including client inquiries.
  • Develop appropriate fee quotes for new tax engagements.
  • Consistently represent the firm’s goals both internally and externally.
  • Network to promote the firm and for personal development purposes.

Qualifications:

  • Undergraduate degree in Accounting required; Master’s degree preferred.
  • CPA certification required.
  • Over 5 years of tax experience, preferably with High Net Worth Individuals.
  • Advanced knowledge of Federal and Georgia income tax laws and principles of individual and business taxation.
  • Excellent written and verbal communication skills.
  • Strong time management, organizational, and prioritization skills.
  • Strong project management and delegation skills.

This position offers an excellent opportunity to join a dynamic and collaborative team. If you meet the qualifications and are interested in this role, please send your resume to richard@stafffinancial.com

Last updated on Nov 27, 2024

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