Senior Tax Manager – High Net Worth Position Available In Fulton, Georgia

Job Description:

Exciting Senior Tax Manager opportunity with middle marketInvestment Advisor focused on HNW clients!

This Jobot Job is hostedby:

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 privatelyheld 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 muchmore! Extremely Competitive Benefits Package 5-15% year over yearraises 5 weeks PTO All federal Holidays – summer Fridays & more!

Competitive Base Salary and annual performance-based bonusesMedical, Dental, and Vision Insurance, with the ability to defraythe employee contribution by engaging in our wellness initiativesEmployer contribution to Life Insurance, and 401(k) plan GenerousPaid Time off, including Fall Wind Down Fridays and EmployeeSabbatical opportunity (Ask us about it!) Customized learning anddevelopment opportunities and continuing professional educationboth in-house and virtually Hybrid, flex, and remote workopportunities available Ability to work in a growing, dynamic,employee-centric firm that values your unique contribution

JobDetails Core Responsibilities:

Serve as a dedicated tax manager toa group of Investment Advisors and their high-net-worth client baseParticipate in client prospect meetings alongside the InvestmentAdvisor Develop proactive tax planning strategies for clients andprospects Conduct in-depth tax projections based on the client’sinvestment portfolio Serves as final partner reviewer on individualand business returns prepared by staff or outside partners LeverageSalesforce to manage client engagements and due dates Respond toIRS and state agency audits, inquiries, and tax notices on behalfof your clients Assist with training and mentoring for new hiresand junior Team Members with the opportunity to grow into a teamleader Keep abreast of current developments in the tax area byattending professional development and continuing educationsessions on a regular basis

Skills & Qualifications:

Bachelor’sDegree in Accounting Master’s Degree in Tax, preferred CPA orEnrolled Agent License Combined 10 years of experience in taxpreparation (individual and business) and progressive tax planningand advisory Experience working in a wealth management or familyoffice environment a plus Working knowledge of trust documents andtax law as it relates to trusts High degree of empathy ininterpersonal communication to build trust with clients, prospects,internal Team Members, and outside vendors/partners Able toeffectively present information and make complex concepts simpleExperience using Tax Software such as Lacerte Experience inSalesforce, preferred Interested in hearing more? Easy Apply now byclicking the “Apply Now” button. Jobot is an Equal OpportunityEmployer. We provide an inclusive work environment that celebratesdiversity and all qualified candidates receive consideration foremployment without regard to race, color, religion, age, sex,national origin, disability status, genetics, protected veteranstatus, sexual orientation, gender identity or expression, or anyother characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with yourauthorization. Jobot will consider qualified candidates withcriminal histories in a manner consistent with any applicablefederal, state, or local law regarding criminal backgrounds,including but not limited to the Los Angeles Fair Chance Initiativefor Hiring and the San Francisco Fair Chance Ordinance.