An experienced tax professional with 5+ years of ultra-high-net-worth public accounting experience and a CPA, JD, or EA designation. Reviews, evaluates, and routes incoming high-net-worth referrals while providing technical expertise, client coordination, and strategic oversight within a centralized tax team. Full-time role available immediately. Remote position for candidates residing in AL, GA, FL, MS, NC, SC, or TN. To help build a new strategic, firmwide HNW program by serving as the liaison between wealth advisors and CRI's tax teams, ensuring smooth client onboarding and exceptional service delivery. A collaborative, corporate team environment focused on strategy, communication, precision, and high-touch client experience. Competitive and commensurate with high-net-worth specialization and leadership experience.
The Tax Manager High Net Worth plays a central role in CRI's expanding HNW initiative, serving as the strategic gateway between wealth advisors and firm practice offices. This role blends deep HNW tax expertise with evaluation, coordination, and client-experience leadership, ensuring each referral is placed with the right team and handled with concierge-level care. This is a unique opportunity for an experienced practitioner seeking high-impact work outside the traditional busy-season production grind.
Key Responsibilities:
Qualifications:
Tax Senior - High Net Worth • Atlanta, GA, United States
With eight partners and more than 40 professionals, we strive to be a single-source provider of accounting, audit, tax and business advisory services for our clients.At RESJ, we pride ourselves on ... Show more
Hybrid role based in Atlanta, GA, we are a mid-sized public accounting firm with a close-knit collaborative culture and the global reach to work with complex and sophisticated clients.Known for our... Show more
Position Summary & Key Areas of Responsibility:.Manage the global tax provision process.Assist in presentation of all tax matters in SEC filings.Compile and review data necessary to forecast the gl... Show more
This is not a 100% Remote role.This is a Hybrid role you MUST live in the area or in a commutable distance or be willing to relocate.Respectfully please only apply if you meet this requirement.We’r... Show more
We are seeking a Senior Manager Property Tax to join American Tower’s Finance organization’s U.The team is responsible for all matters related to property tax for assets in the U.Day to day you wil... Show more
Work with a Top 20 CPA and advisory firm that Accounts for Anything.By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures cli... Show more
Beech Valley's client, a top 100 CPA firm, is seeking Tax Senior Managers in the following locations: Atlanta, Nashville and Tampa.These are full-time, direct hire opportunities with competitive sa... Show more
Experienced (relevant combo of work and education).Every day, our teams innovate across the world of finance.We collaborate to work smarter, while making a difference.We believe in diversity and in... Show more
A global fintech company in Atlanta is seeking an experienced accounting professional to join their team.The ideal candidate will possess a Bachelor's degree in accounting or finance along with a C... Show more
Growing regional CPA firm seeking experienced Tax Senior Manager to join their team in Atlanta! (Hybrid).Salary: $120,000 - $160,000 per year.Competitive Bonus and Options Package.Tax Manager in pu... Show more
Moore Colson is looking for a dynamic.As trusted advisors, our Senior Managers embody our firm’s commitment to.This role is an exciting opportunity to work for one of the most respected public acco... Show more
Your Journey at Crowe Starts Here.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an im... Show more
Senior Tax Manager with a global leader in the professional services industry.This position will evaluate tax laws and recommend acceptable practices to minimize taxes for partners and the Firm.Dev... Show more
At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ... Show more
A leading firm is seeking a Senior Tax Manager to enhance our Taxation practice, taking on a pivotal role in delivering intricate tax planning and advisory services tailored for entrepreneurial, ow... Show more
Are you looking for a mid-sized firm that has a close-knit feel, while still providing you the global reach to work with complex and challenging clients?.We are seeking a dynamic and driven.Experie... Show more
Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resource... Show more
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 firm among ... Show more
Boutique Tax & Advisory Firm (High-Touch, Growth-Focused).We are seeking a Senior Tax Manager to lead our tax review, planning, and client advisory functions within a high-growth, boutique tax and ... Show more
A leading accounting firm in Atlanta is seeking an experienced Tax Manager (High Net Worth) to oversee tax compliance and client advisory, ensuring high standards of service.This role offers the fl... Show more
