Tax Manager (High Net Worth)

Tax Manager with HNW background needed on either hybrid or full remote basis for long-standing leader in wealth management space!

  • Dunwoody, GA
  • $100,000 - $160,000
  • Managed by Jobot Pro: Colin Callahan
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A bit about us:

With offices across the US, we are a wealth management leader with over $12B in assets under management. With over 30 years of providing expert financial guidance, we offer a unique blend of investment management, financial planning, and family office services to affluent individuals and institutions. Our founder-led leadership, backed by a team of 300+ dedicated professionals, drives an entrepreneurial and collaborative culture across 25+ offices nationwide. As an advocate of Evidence-Based Investing, we use historical data and collective knowledge to create superior strategies. Our employee ownership ensures long-term client relationships, while our holistic benefits package, competitive salary, and emphasis on work-life balance make us an exceptional place to thrive. Join us on this journey towards excellence and innovation!

Why join us?

1. Strong compensation and ultra-comprehensive benefits package along with strong 401k matching (25% of the first 8%), profit sharing, 3 weeks PTO with 10 paid holidays
3. Very flexible work schedule outside of tax season w/summer Fridays included!
2. Amazing team, work environment, and company culture
3. Great vertical mobility and career growth potential!

Job Details


  • Bachelors Degree in Finance, Accounting or related field from an accredited college or university
is a plus
  • 5+ years of experience in the tax department of a CPA firm, or equivalent experience.
  • Must have EA or CPA designation
  • Financial planning/wealth management acumen, judgment, and experience
  • Proven ability to lead and mentor others effectively to achieve success and foster a culture of teamwork
  • Proficiency in Word, Excel, Outlook, as well as tax analysis software
  • Familiarity with online and print tax research resources
  • Experience in reviewing returns
  • Effective writing and tax research skills
  • Must be organized and detail-oriented
  • Excellent communication and organizational skills
  • Proven ability to effectively resolve conflict and apply grace under pressure
  • Team player, collaborative, able to work with and through others in a positive fashion

Nice to Haves:

  • Active CPA
  • High Net Worth experience
  • Masters in taxation or other advanced degree
  • CERTIFIED FINANCIAL PLANNER certification preferred


  • Training, development and oversight of Tax Associates, Tax Interns and Wealth Strategy Team Associates. This includes training, recruiting, development, hiring, termination, promotion, discipline, and ongoing oversight.
  • Remain current on industry changes to effectively train, coach and manage the consistent implementation of these changes with direct reports.
  • Assist with drafting and execution of the Tax & Business Services annual goals and objectives.
  • Proactively communicate with clients and team members.
  • Review moderate to complex individual tax returns, along with trust, partnership and corporate returns
  • Review individual tax analyses and assist with the review of various financial planning analyses (i.e., social security analyses, stock option analyses, Roth conversion analyses, etc.)
  • Provide research and analysis for complex tax transactions & topics, and communicate results
  • Assist with implementation of tax planning and consulting opportunities
  • Provide tax expertise to clients and others in the firm
  • Periodically review current, and develop new, policies and procedures for the development of tax services and other department related workflows
  • Maintain a culture of continuous improvement within the team.
  • Facilitate educational and training opportunities for team members.
  • Maintain team approach by assisting and filling in for others.
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Philadelphia, PA
Clinton, SC
Dunwoody, GA
Chicago, IL
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Peoria, IL
Madison, WI
Cedar Rapids, IA
Job Type
$100,000 - $160,000