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Tax Senior Manager, High Net Worth

1 month ago

Atlanta, United States Frazier & Deeter Full time

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a 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, there is a spot for you

We serve clients of all sizes across the United States and the globe, with a suite of services that grows every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Details:

Frazier & Deeter is currently seeking a Tax Senior Manager to focus on our High Net Worth clients. The HNW Tax Senior Manager will work closely with partners, as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements. Our 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.

Responsibilities:

  • Review and manage the preparation of tax returns for our high net worth individual clients, business returns and trust returns.
  • Consult with our estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for our clients.
  • Provide innovative tax planning, consulting, and compliance expertise to clients - design, and implement tax-planning strategies for clients and manage to budget.
  • Develop a project vision and set challenging personal and client service team goals.
  • Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
  • Maintain knowledge on the changes in tax laws/regulations and industry trends.
Requirements:
  • A Bachelor's degree and/or Master's degree in Accounting.
  • Active CPA license.
  • 5 to 10 years of progressive public accounting tax experience.
  • Experience with corporate taxation, individuals, and partnerships.
  • Ability to develop tax planning strategies for clients.
  • Experience supervising, training, developing, and reviewing the work of staff and senior associates.
  • Excellent verbal and written communication skills.

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Attention External Recruiters: Frazier & Deeter is not accepting any unsolicited resumes for this opening at this time.