Senior Tax Manager - High Net Worth

Location: Atlanta
Posted on: June 23, 2025

Job Description:

Exciting Senior Tax Manager opportunity with middle market Investment Advisor focused on HNW clients! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $175,000 - $225,000 per year A bit about us: Exciting middle market privately held investment company seeking a great Senior Tax Manager, exciting opportunity so please apply today! Why join us? Compensation: 170-220K Potential Sign on Bonus Annual Bonus so much more! Extremely Competitive Benefits Package 5-15% year over year raises 5 weeks PTO All federal Holidays - summer Fridays & more! Competitive Base Salary and annual performance-based bonuses Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives Employer contribution to Life Insurance, and 401(k) plan Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!) Customized learning and development opportunities and continuing professional education both in-house and virtually Hybrid, flex, and remote work opportunities available Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution Job Details Core Responsibilities: Serve as a dedicated tax manager to a group of Investment Advisors and their high-net-worth client base Participate in client prospect meetings alongside the Investment Advisor Develop proactive tax planning strategies for clients and prospects Conduct in-depth tax projections based on the client’s investment portfolio Serves as final partner reviewer on individual and business returns prepared by staff or outside partners Leverage Salesforce to manage client engagements and due dates Respond to IRS and state agency audits, inquiries, and tax notices on behalf of your clients Assist with training and mentoring for new hires and junior Team Members with the opportunity to grow into a team leader Keep abreast of current developments in the tax area by attending professional development and continuing education sessions on a regular basis Skills & Qualifications: Bachelor’s Degree in Accounting Master’s Degree in Tax, preferred CPA or Enrolled Agent License Combined 10 years of experience in tax preparation (individual and business) and progressive tax planning and advisory Experience working in a wealth management or family office environment a plus Working knowledge of trust documents and tax law as it relates to trusts High degree of empathy in interpersonal communication to build trust with clients, prospects, internal Team Members, and outside vendors/partners Able to effectively present information and make complex concepts simple Experience using Tax Software such as Lacerte Experience in Salesforce, preferred Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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