Tax Senior Manager – High Net Worth
| Company | Frazier & Deeter |
|---|---|
| Location | Alpharetta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Senior, Expert or higher |
Requirements
- A Bachelor’s degree and/or Master’s degree in Accounting.
- Active CPA license.
- 5 to 10 years of progressive public accounting tax experience.
- Experience with corporate taxation, individuals, and partnerships.
- Ability to develop tax planning strategies for clients.
- Experience supervising, training, developing, and reviewing the work of staff and senior associates.
- Excellent verbal and written communication skills.
Responsibilities
- Review and manage the preparation of tax returns for our high net worth individual clients, business returns and trust returns.
- Consult with our estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for our clients.
- Provide innovative tax planning, consulting, and compliance expertise to clients – design, and implement tax-planning strategies for clients and manage to budget.
- Develop a project vision and set challenging personal and client service team goals.
- Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
- Maintain knowledge on the changes in tax laws/regulations and industry trends.
Preferred Qualifications
-
No preferred qualifications provided.