Tax Manager
- Senior Manager
- Wealth Tax Advisory
Lawrenceville, GA
Full-TimeHybrid$125,000
- $170,000 /yr
Posted May 22, 2026 About Us Our Company, with multiple locations in GA, is a financial advisory firm that offers a range of services, primarily focused on retirement plans and individual financial planning.
We provide consulting for employer-sponsored retirement plans, participant education, compliance, administration, and personal retirement strategies. The goal, as a firm, is to simplify the complexity of managing retirement plans for businesses while providing personalized advice for individual clients with offers of asset management and tax planning services for the over 1 Billion Dollars in assets we manage. Because of our growth, we are seeking a highly skilled and experienced Tax Advisor/Manager/Senior Manager to join our team. In this role, you will lead tax strategy, compliance, and planning services for a variety of clients, ensuring accurate and timely completion of all tax filings while providing high-level advisory support on complex tax issues. The ideal candidate will have a deep understanding of tax regulations, excellent leadership skills, and the ability to manage client relationships effectively. We understand that a lot of you coming out of Public Accounting environments have experienced tough work conditions. This would be an amazing oppertunity for someone who wants to leave the grind & focus on the relationship side of things.
- This will require in office time for our Athens Location but will have a hybrid/remote schedule
- Responsibilities
- Lead the review of complex tax returns, with a focus on High Net Worth Individuals, Trust, Estate, Gift & NFP. (Some C & S Corp)
- Oversee tax compliance and ensure timely filing of all federal, state, and local tax returns.
- Advise clients on tax-saving strategies, including tax planning, structuring, and compliance for businesses and individuals.
- Manage and mentor a team of tax professionals, providing guidance and oversight on client projects.
- Stay current with changing tax regulations and ensure clients are aware of potential impacts on their financial strategies.
- Develop and maintain strong client relationships by offering proactive tax advice and fostering trust.
- Collaborate with the financial planning and asset management teams to provide integrated services and ensure all financial aspects of clients' needs are met.
- Provide support for tax audits and inquiries by tax authorities as needed.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field (Master's is preferred).
Active CPA Certification
Minimum of 5 recent years of experience in tax accounting or public accounting leadership/managerial role. Strong knowledge of federal, state, and local tax laws, with proven experience in tax planning and compliance.
Leadership and project management skills, with the ability to handle multiple clients and deadlines.
Excellent communication and interpersonal skills for effective client interaction.
Proficiency in tax software and accounting systems. Benefits Competitive salary and performance bonuses
Health and retirement benefits
Unlimited PTO Hybrid/Remote Flexible Work Environment Opportunities for professional development
Collaborative and client-focused work environment
For this position you must be currently authorized to work in the United States. We do not sponsor for this position. Preferred Skills
TaxCPAtrustEstateHigh Net Worth IndividualHNWIUltra High Net WorthMBAMSAIndividual
Steve Ogden is recruiting for this position
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Job ID:
SO3-1987747
This job was posted on May 22, 2026 and last updated on May 22, 2026. Everforth CyberCoders is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
