Current jobs related to Tax Manager, High Net Worth - Atlanta - Frazier & Deeter

  • Tax Senior Manager

    2 days ago

    Atlanta, United States Provision People Full time

    Job OverviewProvision People is seeking a seasoned Tax Senior Manager to join our team of experts in high-net-worth tax planning. As a key member of our team, you will play a pivotal role in providing comprehensive tax services to ultra-high-net-worth individuals and families.Key ResponsibilitiesTax Planning and ComplianceDevelop and implement strategic tax...

  • Tax Senior Manager

    4 days ago

    Atlanta, United States Provision People Full time

    Job DescriptionJob DescriptionSummary: Our award-winning client is seeking a Tax Senior Managerto join their team.As a Tax Senior Manager (High Net Worth) at Windham Brannon, you will play a pivotal role in providing comprehensive tax services to ultra-high-net-worth individuals and families. Your expertise in income, estate, and gift tax planning will be...

  • Tax Manager

    2 weeks ago

    Atlanta, United States NorthPoint Search Group Inc Full time

    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...

  • Tax Principal

    2 days ago

    Atlanta, United States Provision People Full time

    Job OverviewProvision People is seeking a seasoned Tax Principal to lead our High Net Worth Tax practice. As a key member of our team, you will be responsible for driving business growth, delivering exceptional client service, and mentoring junior staff.Key ResponsibilitiesPractice Leadership: Oversee and lead the High Net Worth Tax practice, ensuring...

  • Tax Associate

    2 months ago

    Atlanta, United States NorthPoint Search Group Inc Full time

    Our Atlanta office is looking to add an experienced Tax Associate to our team. Here are the position details: Qualifications: •Bachelor's degree in accounting or other related fields. •150 credit hours required to sit for CPA exam preferred. •Graduate degree preferred. •2+ years public accounting experience with a Certified Public Accounting firm...

  • High Net Worth Relationship Banker

    5 days ago

    Atlanta, Georgia, United States First Citizens Bank Full time

    Job SummaryWe are seeking a skilled Private Wealth Manager to join our team at First Citizens Bank. As a Private Wealth Manager, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with customized banking solutions and wealth management services.Key ResponsibilitiesClient...

  • High Net Worth Service Associate

    2 days ago

    Atlanta, Georgia, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Representative to join our team at Fidelity Investments. As a High Net Worth Service Associate, you will be responsible for providing exceptional client service and support to our high-net-worth clients who have assets of $250,000 to $1 million.Key ResponsibilitiesEngage with...

  • High Net Worth Insurance Producer

    2 days ago

    Atlanta, Georgia, United States Novatae Risk Group Full time

    Job OpportunityNovatae Risk Group is a leading national wholesale/brokerage for hard-to-place commercial insurance coverages. We are seeking experienced professionals to fill the role of High Net Worth Producer/Broker in your area location.Key ResponsibilitiesSubmission Preparation: Oversee the preparation of submissions, including applications and various...

  • High Net Worth Producer

    1 month ago

    Atlanta, United States Novatae Risk Group Full time

    Job DescriptionJob DescriptionNovatae Risk Group is a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking experienced high new worth Personal Line Producer/Brokers for your area location.  We are searching for candidate(s) who have demonstrated success in the insurance industry or MGA.  We are expanding our...

  • High Net Worth Producer

    3 weeks ago

    Atlanta, United States Novatae Risk Group Full time

    Job DescriptionJob DescriptionNovatae Risk Group is a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking experienced high new worth Personal Line Producer/Brokers for your area location.  We are searching for candidate(s) who have demonstrated success in the insurance industry or MGA.  We are expanding our...

  • High Net Worth Insurance Producer Leader

    4 days ago

    Atlanta, Georgia, United States Truist Full time

    Job SummaryThis is a challenging and rewarding opportunity for a seasoned insurance professional to lead our high net worth insurance team. As a key member of our organization, you will be responsible for driving business growth, developing and executing marketing strategies, and delivering exceptional customer service.Key ResponsibilitiesBusiness...

  • Tax Manager

    2 weeks ago

    Atlanta, United States Carr Riggs & Ingram Full time

    TAX MANAGER At CRI your career path is just that-yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI can help you reinvent your career path and shape your future. Essential Functions: Provide a final technical...

  • Tax Senior

    2 weeks ago

    Atlanta, United States Carr Riggs & Ingram Full time

    TAX SENIOR At CRI your career path is just that-yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI can help you reinvent your career path and shape your future. Essential Functions: Preparation and initial Review...

  • Tax Senior

    1 week ago

    Atlanta, United States Carr, Riggs & Ingram Full time

    TAX SENIORAt CRI your career path is just that-yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI can help you reinvent your career path and shape your future.Essential Functions: Preparation and initial Review of...

  • Senior Tax Manager Accountant

    5 months ago

    Atlanta, United States Wilensky And Co PC Full time

    Job DescriptionJob DescriptionWilensky & Co. is a local tax firm located in Sandy Springs, Ga. For over forty years, Wilensky & Co., P.C. and its professionals have devoted themselves to providing specialized tax, accounting and consulting services to small to medium sized businesses and high net worth individuals.Wilensky & Co., P.C. has developed a...

  • Tax Planning Specialist

    3 days ago

    Atlanta, Georgia, United States W3Global Inc Full time

    Job DescriptionRole SummaryWe are seeking a highly skilled Tax Advisor to join our team at W3Global Inc. As a Tax Advisor, you will play a pivotal role in improving the financial lives of our High-Net-Worth families; helping them manage risk and stewarding wealth for future generations.Key ResponsibilitiesTax Planning and Compliance: Collaborate with...

  • Tax Manager, Trusts

    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...

  • Senior Tax Manager, Private Client Services

    2 weeks ago

    Atlanta, Georgia, United States Alvarez & Marsal Tax, LLC Full time

    Position Overview:Alvarez & Marsal Tax, LLC is seeking a Senior Tax Manager to enhance our Federal Tax-Private Client Services division. Our Private Client Services Tax division collaborates with private enterprises, their proprietors, and affluent individuals, acting as their trusted advisor and partner. Our Federal Tax division fosters strong relationships...

  • Manager, Business Tax Services

    1 month ago

    Atlanta, Georgia, United States KPMG Full time

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax...

  • Tax Principal

    4 days ago

    Atlanta, United States Provision People Full time

    Job DescriptionJob DescriptionSummary: Our award-winning client is seeking an Tax Principalto join their team.We're seeking a Tax Principal to join our thriving High Net Worth Tax practice. This role offers a unique opportunity to become a partner and contribute significantly to our firm's growth.Our client is a leading CPA firm with a 250-person...

Tax 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 Manager to focus on our High Net Worth clients. The HNW Tax 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.

#LI - Remote

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