Frazier & Deeter
Overview
Join Frazier & Deeter, a rapidly growing Top 50 accounting and advisory firm named a Best Firm to Work For, Best Firm for Women, and a Pacesetter among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you. We serve clients of all sizes across the United States and the globe, with a growing suite of services. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. We are committed to training, mentoring, and developing our staff, with an emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion. Job Summary
A Tax Manager works closely with partners, staff, and clients. They are responsible for planning, managing, reviewing, and completing client engagements. Tax Managers provide proactive tax savings and profitability suggestions for our clients and work to attract new clients, cultivate client relationships, and serve as a key contact for designated clients. Our professionals aim to minimize tax liability while staying compliant with evolving tax laws. In addition to providing consulting and compliance tax services, we offer stock option planning and international tax advice, and provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations. Responsibilities
Manage and review complex tax returns for individual clients, business returns, and trust returns. Understand client business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, authority, and conclusions. Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery. Develop and maintain strong client relationships by providing exceptional service and understanding their business needs. Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines. Review work performed by team members, providing constructive feedback to ensure quality and accuracy. Demonstrate strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations. Maintain extensive knowledge of federal, state, and local tax regulations. Demonstrate strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously. Education and Experience
Bachelor’s degree and/or Master’s degree in Accounting. Active CPA license. 5+ years of experience in high-net-worth tax planning, compliance, and consulting in public accounting. Deep understanding of estate, gift, and trust tax laws and their application. Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles. Familiarity with family office services and private foundation structures. Proven ability to oversee complex client engagements and deliver high-quality client service. Ability to develop tax planning strategies for clients. Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite. Experience supervising, training, developing, and reviewing the work of staff and senior associates. Work Arrangement
Hybrid
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Join Frazier & Deeter, a rapidly growing Top 50 accounting and advisory firm named a Best Firm to Work For, Best Firm for Women, and a Pacesetter among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you. We serve clients of all sizes across the United States and the globe, with a growing suite of services. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. We are committed to training, mentoring, and developing our staff, with an emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion. Job Summary
A Tax Manager works closely with partners, staff, and clients. They are responsible for planning, managing, reviewing, and completing client engagements. Tax Managers provide proactive tax savings and profitability suggestions for our clients and work to attract new clients, cultivate client relationships, and serve as a key contact for designated clients. Our professionals aim to minimize tax liability while staying compliant with evolving tax laws. In addition to providing consulting and compliance tax services, we offer stock option planning and international tax advice, and provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations. Responsibilities
Manage and review complex tax returns for individual clients, business returns, and trust returns. Understand client business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, authority, and conclusions. Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery. Develop and maintain strong client relationships by providing exceptional service and understanding their business needs. Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines. Review work performed by team members, providing constructive feedback to ensure quality and accuracy. Demonstrate strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations. Maintain extensive knowledge of federal, state, and local tax regulations. Demonstrate strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously. Education and Experience
Bachelor’s degree and/or Master’s degree in Accounting. Active CPA license. 5+ years of experience in high-net-worth tax planning, compliance, and consulting in public accounting. Deep understanding of estate, gift, and trust tax laws and their application. Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles. Familiarity with family office services and private foundation structures. Proven ability to oversee complex client engagements and deliver high-quality client service. Ability to develop tax planning strategies for clients. Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite. Experience supervising, training, developing, and reviewing the work of staff and senior associates. Work Arrangement
Hybrid
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