Logo
Frazier & Deeter

High Net Worth Tax Manager

Frazier & Deeter, Atlanta, Georgia, United States, 30383

Save Job

Overview

Join Frazier & Deeter, a rapidly growing Top 50 accounting & advisory firm named a Best Firm to Work For, Best Firm for Women, and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, we serve clients of all sizes across the United States and the globe, offering a growing suite of services and an entrepreneurial environment. We are committed to training, mentoring, and developing our staff, with a focus on investing in relationships and 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 help clients minimize tax liability while staying compliant with evolving tax laws. In addition to consulting and compliance services, we offer stock option planning, international tax advice, and expert consultation on investments, mergers and acquisitions, reorganizations, and liquidations. Responsibilities

Manage and review complex tax returns for individual, business, 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 interpreting complex tax laws and regulations Maintain extensive knowledge of federal, state, and local tax regulations Apply strong project management and organizational skills to manage multiple engagements and deadlines 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 experience overseeing complex client engagements and delivering high-quality client service Ability to develop tax planning strategies for clients Proficiency in tax software (e.g., CCH Axcess) and Microsoft Office Suite Experience supervising, training, developing, and reviewing staff and senior associates Seniority level

Mid-Senior level Employment type

Full-time Job function

Finance, Consulting, and Accounting/Auditing Industries: Technology, Information and Internet Remote Senior Tax Manager / Director Pass Throughs - 180k - 250k United States: $180,000 - $250,000; Atlanta, GA: $125,000 - $160,000; Atlanta, GA: $108,000 - $128,000; Peachtree Corners, GA: $150,000 - $200,000; Hybrid Path to Partner Tax Manager Position ($150k - $180k DOE): Atlanta, GA $160,000 - $180,000

#J-18808-Ljbffr