Tax Manager, Trusts

2 weeks ago


Atlanta, Georgia, United States Frazier & Deeter Full time

We are seeking a highly skilled Tax Manager to join our team at Frazier & Deeter, a rapidly growing Top 50 accounting and advisory firm. Our firm has been recognized as a Best Firm to Work For, a Best Firm for Women, and a Pacesetter firm among U.S. accounting firms.

As a Tax Manager, you will work closely with partners, staff, and clients to plan, supervise, review, and complete client engagements. You will 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.

Key Responsibilities:

  • Review and manage the preparation of tax returns for high net worth individual clients, business returns, and trust returns.
  • Consult with estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for clients.
  • Provide innovative tax planning, consulting, and compliance expertise to clients, designing and implementing tax-planning strategies and managing 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 changes in tax laws/regulations and industry trends.

Requirements:

  • Bachelor's degree and/or Master's degree in Accounting.
  • Trust and Estate experience strongly preferred.
  • 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.

What We Offer:

Frazier & Deeter is a dynamic and growing firm that offers a range of benefits and opportunities for professional growth and development. We are committed to investing in our people and helping them achieve their career goals.



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