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High Net Worth Senior Tax Manager
High Net Worth Senior Tax ManagerFrazier & Deeter • Atlanta, GA, United States
High Net Worth Senior Tax Manager

High Net Worth Senior Tax Manager

Frazier & Deeter • Atlanta, GA, United States
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  • [job_card.full_time]
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Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women, and a Pacesetter among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary

A Senior Tax Manager works closely with partners, staff, and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office.

Duties / Responsibilities

  • Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
  • Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions.
  • Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery.
  • Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
  • Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively.
  • Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines.
  • Review work performed by team members, providing constructive feedback to ensure quality and accuracy.
  • Apply strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations.
  • Possess extensive knowledge of federal, state, and local tax regulations.
  • Maintain strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously.
  • Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development.
  • Monitor engagement profitability through managing budgets, billing, and client expectations effectively.

Education and Experience

  • A Bachelor’s degree and / or Master’s degree in Accounting.
  • Active CPA license.
  • 8+ years of experience in HNW tax planning, compliance, and consulting in public accounting.
  • Deep understanding of estate, gift, and trust tax laws and their application.
  • Expertise in IRC Sections 671‑679 (Grantor Trust rules) and estate tax law principles.
  • Familiarity with family office services and private foundation structures.
  • Proven expertise in overseeing complex client engagements and delivering high‑quality service.
  • Ability to develop tax planning strategies for clients.
  • Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite.
  • Experience supervising, training, developing, and reviewing the work of staff and senior associates.
  • Hybrid work arrangement.

    Key Details

  • Seniority level : Mid‑Senior level
  • Employment type : Full‑time
  • Job function : Finance, Consulting, and Accounting / Auditing
  • Industries : Technology, Information and Internet
  • #J-18808-Ljbffr

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