Tax Manager - High Net Worth

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