Senior Tax Manager (HNW)
- $180,000 - $230,000
- Atlanta, GA
Great opportunity for anyone looking to exit public accounting! Hybrid schedule + top-of-the-line compensation
A bit about us:
Hybrid Schedule | High-Net-Worth Client Focus | Integrated Tax & Wealth Advisory
We are working with a leading fee-only financial advisory firm is seeking a Senior Tax Manager to join its integrated wealth management team. This role supports high-net-worth clients by delivering proactive tax strategies aligned with investment goals. Rather than operating in isolation, tax professionals here work alongside financial advisors to provide holistic, relationship-driven service.
This is an opportunity for a seasoned tax expert who enjoys strategy, client interaction, and cross-functional collaboration. You’ll be embedded within client teams, serving as a key tax advisor and mentor to junior staff.
We are working with a leading fee-only financial advisory firm is seeking a Senior Tax Manager to join its integrated wealth management team. This role supports high-net-worth clients by delivering proactive tax strategies aligned with investment goals. Rather than operating in isolation, tax professionals here work alongside financial advisors to provide holistic, relationship-driven service.
This is an opportunity for a seasoned tax expert who enjoys strategy, client interaction, and cross-functional collaboration. You’ll be embedded within client teams, serving as a key tax advisor and mentor to junior staff.
Why join us?
Hybrid Schedule (3 days in office, 2 from home)
$180k-$230k + 15-20% bonus
5 weeks of PTO
Multiple comprehensive health, dental, & vision insurance options
$180k-$230k + 15-20% bonus
5 weeks of PTO
Multiple comprehensive health, dental, & vision insurance options
Job Details
What You’ll Do:
Qualifications:
- Serve as the lead tax partner for a group of financial advisors and their clients
- Collaborate on tax planning strategies tailored to individual portfolios and long-term goals
- Participate in client and prospect meetings, providing consultative guidance
- Conduct tax projections and scenario planning
- Review individual and business returns prepared by staff or external partners
- Respond to IRS/state inquiries and manage audit communications
- Use Salesforce to track client workflows and deadlines
- Mentor junior team members with potential to grow into a leadership role
- Stay current with tax law changes and continuing education
Qualifications:
- Bachelor’s degree in Accounting; Master’s in Tax is a plus
- CPA or Enrolled Agent designation required
- 10+ years in tax preparation and strategic tax planning, including individual and business returns
- Experience with high-net-worth individuals, family offices, or wealth management firms required
- Knowledge of trust taxation and related legal documents
- Skilled at simplifying complex tax concepts for clients
- Lacerte & Salesforce experience a plus
- Strong ethical standards and a client-first mindset
- Committed to collaboration, compliance, and continuous learning
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.