Senior Tax Manager
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Job Location:
Alpharetta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Senior Tax Manager
Salary: $160K-$205K/yr DOE
Location: Alpharetta GA
Position Overview
The Senior Tax Manager plays a key leadership role within the firms Private Client and Nonprofit practice providing strategic tax planning compliance and consultation services to high-net-worth individuals trusts estates and nonprofit organizations. This position combines deep technical expertise with client relationship management and business development responsibilities.
Key Responsibilities
- Lead and manage complex trust and estate taxation engagements including preparation review and planning for multi-generational wealth transfers.
- Coordinate and oversee tax compliance for nonprofit organizations private foundations and charitable entities.
- Provide proactive consultation and advisory services to clients on advanced tax issues including estate planning strategies philanthropic structuring and entity formation.
- Develop expand and maintain strong client relationships; identify opportunities for new business through consultation and networking.
- Manage and mentor staff ensuring quality control and technical accuracy across all client engagements.
- Collaborate with attorneys financial advisors and fiduciary partners to deliver comprehensive tax solutions.
- Stay current on federal and state tax laws impacting estates trusts and exempt organizations.
Qualifications
- CPA license required; JD or Masters in Taxation/ Accounting preferred.
- Minimum of 8 years of experience in trust and estate taxation with significant exposure to complex wealth structures.
- Proven experience advising nonprofit organizations on tax compliance and governance matters.
- Strong technical knowledge of income fiduciary and estate tax regulations.
- Demonstrated ability to attract develop and retain clients through consultative and relationship-based approaches.
- Excellent communication leadership and project management skills.
Ideal Candidate
This role suits a professional who thrives on advisory work enjoys solving complex tax challenges and values long-term client relationships. A successful candidate will combine high technical proficiency with business acumen and a genuine interest in helping clients manage and preserve their legacies.
Benefits:
- Comprehensive Health Coverage Insurance
- Retirement account advisory services
- Performance Bonuses
- Busy Season hours: 55 hr/wk TOTAL
- Summer Fridays (Perk)
- Community atmosphere with employee perks/ events throughout the year
- Ability to advance in your career
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
