Senior Tax Manager
Location : Athens, GA. Semi‑hybrid schedule with in‑office responsibilities. Relocation assistance available.
About Us
Our company, based in Athens, GA, is a financial advisory firm focused on retirement plans and individual financial planning. We provide consulting for employer‑sponsored retirement plans, participant education, compliance, administration, and personal retirement strategies. Our goal is to simplify retirement plan management for businesses while offering personalized advice for individual clients, including asset management and tax planning services.
Opportunity
This role offers a senior tax professional the chance to transition into wealth management, free from billable hour / public accounting mandates, in a collegial environment that supports and develops teammates. The position will influence the evolution of a strong wealth‑management value proposition.
Responsibilities
- Deliver or direct comprehensive tax planning services, including review, preparation, and filing for individuals and businesses (corporations, partnerships, estates, trusts, etc.).
- Build and lead a tax preparation team when required, cultivating essential tax knowledge and service delivery skills.
- Consult with on‑staff Investment Advisors to review clients’ tax situations and advise on tax planning opportunities.
- Participate in client meetings (virtual or face‑to‑face) to provide education on complex strategies.
- Collaborate in wealth‑management business development.
- Organize and deliver internal content on common scenarios, new legislation impact, and frequently asked questions.
Qualifications
Bachelor’s degree in Accounting, Finance, or a related field (Master’s preferred).Active CPA certification.Minimum seven recent years of experience in tax accounting or public accounting.Strong knowledge of federal, state, and local tax laws with proven planning and compliance experience.Leadership and project management skills, handling multiple clients and deadlines.Excellent communication and interpersonal skills for client interaction.Proficiency in tax software and accounting systems.Health and retirement benefits.Unlimited PTO.Professional development opportunities.Collaborative and client‑focused work environment.Employment type
Full‑time
Job function
Finance
Seniority level
Not Applicable
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