Senior Tax Manager

Alpharetta, GA - USA

Yearly Salary: $ 160000 - 205000

Posted on: Yesterday

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

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

Senior Tax Manager Salary: $160K-$205K/yr DOELocation: Alpharetta GAPosition OverviewThe 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 es...

Senior Tax Manager

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.