Tax Planning Manager

This is a role for a high-performing tax professional ready to evolve from traditional compliance work into an elite strategic advisor. Youll design and implement advanced tax reduction strategies working directly with clients to understand their financial landscape project the impact of key decisions and guide them through implementation of strategies that save them millions.

Within 2 months youll join client meetings and actively assist with tax reduction strategies. Twice a month youll train with industry leaders and take part in a 3-day company retreat.

Details
Location: Atlanta GA US On-site
Employment: Full-time
Travel: 0%
Visa & work authorization: No sponsorship no relocation offered

About the company
A mission-driven CPA firm dedicated to creating financial freedom for entrepreneurs through advanced tax planning. The team is built of high performers former college athletes musicians moms and Big 4 alumni and is disciplined competitive and unapologetically focused on results.

Key performance objectives
Learn advanced tax advisory (first 90 days): Transition from a compliance-focused role to a strategic advisor. Take ownership of a portfolio of 5-7 high-value clients participate in strategy meetings and independently develop tax projection models identifying a minimum of $250000 in potential annual savings per client with a 90% client satisfaction score.
Drive measurable client tax savings (by month 6): Lead implementation of foundational and advanced tax reduction strategies resulting in documented average client tax savings of 15-20% versus prior tax position while collaborating with the compliance team to ensure elections are filed correctly and clients remain compliant.
Develop & coach team members (first year): Dedicate 10% of time to coaching junior staff on client engagements and technical tax strategies. Lead at least two internal training sessions on a specialized tax topic.

Responsibilities
Coach clients on tax deduction strategies
Assist clients with implementing and maintaining foundational tax reduction strategies while staying compliant
Advise clients on advanced tax reduction strategies investments and decisions
Project tax implications of strategies events and key decisions
Collaborate with the tax compliance team on reporting and tax elections
Coach staff on client engagements
Maintain proactive regular client communication
Occasional assistance with tax return review

What were looking for
CPA or EA license
Minimum of 7 years experience in tax
Based within reach of Atlanta
Hungry gritty disciplined and growth-minded genuinely enjoys tax work
Follows instructions takes feedback and meets deadlines without excuses