Tax Manager for High Net Worth Individuals

3 days ago


Atlanta, Georgia, United States Provision People Full time
Job Summary

We are seeking a highly skilled Tax Manager to join our team at Provision People. As a Tax Manager for High Net Worth Individuals, you will play a pivotal role in providing comprehensive tax services to ultra-high-net-worth individuals and families.

Key Responsibilities
  • Provide strategic tax advice and compliance services to high-net-worth individuals and families.
  • Advise on income tax, estate, and gift tax planning strategies to minimize tax liabilities.
  • Prepare and review complex tax returns, including individual, trust, and estate tax returns.
  • Develop and maintain strong relationships with high-net-worth clients and their families.
  • Collaborate with client's advisors, such as attorneys and financial planners, to provide comprehensive financial solutions.
  • Identify opportunities to cross-sell Provision People's services and grow the firm's client base.
  • Lead and mentor a team of tax professionals, providing guidance and support.
  • Develop and implement training programs to enhance the team's skills and knowledge.
  • Foster a positive and collaborative work environment.
  • Actively seek out new business opportunities and develop relationships with potential clients.
Requirements
  • Minimum of 6 years of experience in public accounting, with at least 3 years of experience in high-net-worth tax planning.
  • Active CPA license.
  • Bachelor's degree in accounting or related field.
  • Strong knowledge of income tax, estate, and gift tax laws and regulations.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple projects simultaneously and meet deadlines.


  • Atlanta, Georgia, United States Provision People Full time

    Senior Tax Manager for High Net Worth IndividualsProvision People is seeking a seasoned Senior Tax Manager to lead our high net worth tax planning and compliance team. As a trusted advisor, you will provide strategic tax guidance to ultra-high-net-worth individuals and families, helping them navigate complex tax matters and optimize their financial...


  • Atlanta, Georgia, United States Provision People Full time

    Senior Tax Manager - High Net WorthProvision People is seeking a seasoned Senior Tax Manager to lead our High Net Worth team. As a trusted advisor, you will provide strategic tax guidance to ultra-high-net-worth individuals and families, helping them navigate complex tax matters and optimize their financial strategies.Key Responsibilities:Provide...

  • Tax Manager

    4 days ago


    Atlanta, Georgia, United States Frazier & Deeter Full time

    Join Our Team as a Tax Manager - High Net WorthFrazier & Deeter is a rapidly growing Top 50 accounting and advisory firm that has been recognized for its commitment to excellence and innovation. We are seeking a highly skilled Tax Manager to join our team and contribute to the success of our High Net Worth clients.About the RoleAs a Tax Manager, you will be...

  • Tax Manager

    19 hours ago


    Atlanta, Georgia, United States Accountants One Full time

    Accountants One is seeking a highly skilled Tax Manager to join their high net worth division. This is an excellent opportunity for a tax professional to make a significant impact on the firm's growth and success. The successful candidate will have extensive technical expertise in tax and tax advisory, as well as stellar communication and presentation...

  • Tax Manager

    12 hours ago


    Atlanta, Georgia, United States Accountants One, Inc. Full time

    Accountants One, Inc. is seeking a Tax Manager to join their high net worth division. This is an excellent opportunity to contribute to the growth and success of a reputable firm. The successful candidate will have a strong technical background in tax and tax advisory, as well as excellent communication and presentation skills.The ideal candidate will have...

  • Tax Manager

    15 hours ago


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

    Job SummaryWe are seeking a highly skilled Tax Manager to join our Federal Tax-Private Client Services practice at Alvarez & Marsal Tax, LLC. As a Tax Manager, you will be responsible for providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international...

  • Tax Manager

    4 weeks ago


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

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our Federal Tax-Private Client Services practice at Alvarez & Marsal Tax, LLC.About the Role:As a Tax Manager, you will be responsible for providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning,...


  • Atlanta, Georgia, United States Novatae Risk Group Full time

    Job OpportunityWe are seeking an experienced High Net Worth Producer to join our team at Novatae Risk Group. As a key member of our sales team, you will be responsible for developing and maintaining relationships with high net worth clients, identifying new business opportunities, and providing exceptional customer service.Key Responsibilities:Prepare and...


  • Atlanta, Georgia, United States WCM Global Wealth, LLC Full time

    Job DescriptionWCM Global Wealth, LLC is seeking a seasoned Business Development Director to join our team in Atlanta, GA. As a key member of our organization, you will be responsible for driving new business growth, developing strategic partnerships, and delivering exceptional client service.Key Responsibilities:Develop and execute business development...

  • Tax Manager

    4 days ago


    Atlanta, Georgia, United States Accountants One Full time

    Job Title: Tax ManagerAccountants One is seeking a highly skilled Tax Manager to join their high net worth division. This is an excellent opportunity to work with a growing firm that has achieved impressive results for their clients.The successful candidate will have a strong entrepreneurial mindset combined with extensive technical expertise in tax and tax...

  • Tax Manager

    4 days ago


    Atlanta, Georgia, United States Searchlogic Recruiting, LLC Full time

    Job OverviewWe are seeking a highly skilled Tax Manager to join our team at Searchlogic Recruiting, LLC. As a key member of our organization, you will be responsible for providing innovative tax planning, consulting, and compliance expertise to our clients.The ideal candidate will have a minimum of 5 years of experience in Public Accounting at the Senior or...


  • Atlanta, Georgia, United States KPMG Full time

    Job Title: Tax Services ManagerAt KPMG, we are seeking a highly skilled Tax Services Manager to join our Business Tax Services practice. As a key member of our team, you will be responsible for delivering high-quality tax services and advice to our clients.Responsibilities:Advise clients on complex tax matters and develop strategies to minimize tax...

  • Tax Services Manager

    1 month ago


    Atlanta, Georgia, United States KPMG Full time

    Business Title: Manager, Business Tax Services - Private EnterpriseRequisition Number:Function: Tax ServicesArea of Interest:State: GACity: AtlantaDescription:At KPMG, we are seeking a highly skilled Manager to join our Business Tax Services practice. As a key member of our team, you will be responsible for delivering high-quality tax services and advice to...

  • Tax Services Manager

    1 month ago


    Atlanta, Georgia, United States KPMG Full time

    Business Title: Manager, Business Tax Services - Private EnterpriseRequisition Number:Function: Tax ServicesArea of Interest:State: GACity: AtlantaDescription:At KPMG, we are seeking a Manager to join our Business Tax Services practice. As a key member of our team, you will be responsible for delivering high-quality tax services and advice to our clients....

  • Senior Tax Manager

    2 weeks ago


    Atlanta, Georgia, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Senior Tax Manager to join our Private Client Services group, focusing on high-net-worth clients. As a key member of our team, you will be responsible for providing exceptional tax services, ensuring compliance, and helping clients achieve their financial goals.Key ResponsibilitiesProvide tax compliance services...

  • Tax Principal

    3 weeks ago


    Atlanta, Georgia, United States Windham Brannon Full time

    {"title": "Tax Principal Opportunity", "content": "Join Our Thriving Tax PracticeWindham Brannon is a leading provider of assurance, tax, and advisory services to clients globally. We prioritize exceptional client service, and our award-winning culture has been recognized for helping our people achieve success and fulfillment in their work and personal...

  • Senior Tax Manager

    4 days ago


    Atlanta, Georgia, United States Regional CPA firm Full time

    Regional CPA firm seeks Taxation Senior Manager / Director with Consumer Products experience. This position can be located in NY Metro or can be fully REMOTE. Responsibilities: * Lead multiple client engagements simultaneously. * Review complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships, high net...

  • Tax Services Manager

    4 weeks ago


    Atlanta, Georgia, United States KPMG Full time

    Business Title:Manager, Business Tax Services - Private EnterpriseRequisition Number:Function:Tax ServicesArea of Interest:State:GACity:AtlantaDescription:At KPMG, you will have the opportunity to 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...

  • Tax Manager

    4 days ago


    Atlanta, Georgia, United States NorthPoint Search Group Inc Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at NorthPoint Search Group Inc. As a Tax Manager, you will play a key role in leading and mentoring team members in various areas of tax compliance and consulting engagements.Responsibilities:Lead and manage complex tax engagements, including individual, estate, gift, trust,...

  • Tax Manager

    4 weeks ago


    Atlanta, Georgia, United States NorthPoint Search Group Inc Full time

    Senior Tax Professional OpportunityWe are seeking a highly skilled Senior Tax Professional to join our team at NorthPoint Search Group Inc. As a Senior Tax Professional, you will play a key role in leading and mentoring team members in various areas of tax compliance and consulting engagements.Key Responsibilities:Lead and manage complex tax engagements,...