Tax Manager - High Net Worth
Location: Atlanta, GA
Overview
A fast-growing independent CPA firm with a specialized personal financial services / high-net-worth tax practice is seeking a Tax Manager in Atlanta. You will help drive strategy, manage engagements and client communications, and mentor and coach team members.
Responsibilities
- Build and maintain strong client relationships through personalized tax planning and compliance services aimed at building long-term wealth
- Oversee the preparation and review of complex returns for individuals, trusts and related entities, ensuring federal, state and local compliance
- Help develop efficient workflows and leverage tax software and automation tools
- Stay current on evolving tax laws affecting high-net-worth clients
- Mentor and coach team members
Qualifications
- Bachelor's degree in Accounting, Finance or related field; CPA, Master's in Taxation, CFP or JD highly preferred
- Minimum 3+ years in tax compliance and planning focused on high-net-worth individuals or similar clients
- Deep knowledge of income, estate, gift and investment taxation
- Entrepreneurial mindset to help build and grow the practice
- Excellent communication and interpersonal skills
If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.
