Tax Manager - Family Office
On-siteAtlanta, Georgia, United States
Atlanta, Georgia, United StatesOn-siteFull TimeSmall
Full TimeSmall
Job Summary
Prepare and review complex individual and business tax returns while leading client engagements and monitoring deadlines. Conduct tax planning and proactive strategy communication, then respond to IRS/state audits and notices as needed. Manage and mentor staff by delegating projects and supporting training, while researching complex tax issues and preparing memoranda. Stay current on tax law changes through ongoing education. This Tax Manager role supports the strategic growth of the firm within a collaborative, client-first team in Sandy Springs, GA.
Required Qualifications
- Bachelor's Degree in Accounting
- CPA or Enrolled Agent license
- 8+ years of experience in tax preparation
- 2+ years in a review/managerial role
- Proficiency in Microsoft Office
- Strong written, verbal, and analytical skills
- High ethical standards
- client-first approach
- Excellent problem-solving and leadership abilities
Desired Qualifications
- Master's in Tax
- experience with CCH Tax Software
- experience with Salesforce
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