Tax Manager, Wealth Management
New
A
AprioAccounting and Advisory
Atlanta, GAFull-TimeManager
Salary121,000 - 148,000 USD per year
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Job Details
- Experience
- Minimum 5 years
- Required Skills
- Accounting
Requirements
- Bachelor’s degree in Accounting, Finance, or related field.
- Minimum 5 years of experience in individual tax, trusts, and small business returns.
- CPA preferred; EA considered.
- CFP certification or willingness to obtain CFP preferred.
- Proven track record in client consulting and tax planning.
- Proficiency in tax software and technology platforms.
- Ability to build trust with clients.
Responsibilities
- Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S).
- Ensure accuracy, completeness, and compliance with federal and state tax laws.
- Supervise and mentor staff preparing returns, providing technical guidance and quality control.
- Lead tax planning engagements for individuals and small business owners.
- Advise clients on financial planning strategies, including asset protection, succession planning, and retirement optimization.
- Collaborate with internal teams and external advisors to deliver holistic solutions.
- Manage multiple client relationships and engagements simultaneously.
- Monitor deadlines, budgets, and deliverables to ensure timely and efficient service.
- Participate in business development efforts and identify opportunities to expand services with existing clients.
- Serve as a role model and coach for junior staff.
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