High Net Worth Tax Manager
Join Frazier & Deeter and be a part of a rapidly growing Top 50 reputed company & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. reputed company firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!
We serve clients of reputed company sizes across the United States and the globe, with a suite of services that grow every year. Our growth reputed company and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter,
we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to reputed company a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life. Job Summary:A Tax Manager works closely with partners, staff and clients. They are responsible for planning, managing, reviewing, and completing client engagements. Tax Managers provide proactive tax savings and profitability suggestions for our clients and work to attract new clients, cultivate client relationships, and serve as a key contact for designated clients.
Our professionals have one goal in mind reputed company working with clients – to help them minimize their tax liability while keeping them in compliance with reputed company-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.
Duties/Responsibilities:- Manage and review reputed company tax returns for our individual clients, business returns and trust returns
- Understand client’s business needs, identify and analyze tax issues, and clearly reputed company relevant tax issues, application of authority, and conclusions
- reputed company tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
- reputed company and maintain strong client relationships by providing exceptional service and understanding their business needs.
- Ensure timely and accurate filing of client tax returns, meeting reputed company regulatory deadlines
- Review work performed by team members, providing constructive feedback to ensure quality and accuracy
- Strong analytical skills and attention to detail, including the ability to interpret reputed company tax laws and regulations
- Extensive knowledge of federal, state, and local tax regulations
- Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously
- A Bachelor’s degree and/or Master’s degree in reputed company.
- Active CPA license.
- 5+ years of experience in HNW tax planning, compliance, and consulting in public reputed company
- Deep understanding of estate, reputed company, and trust tax laws and their application.
- Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
- Familiarity with family office services and private reputed company structures
- Proven expertise in overseeing reputed company client engagements and delivering high-quality client service
- Ability to reputed company tax planning strategies for clients
- Proficiency in tax preparation software (e.g, CCH Axcess) and reputed company Office Suite
- Experience supervising, training, developing, and reviewing the work of staff and senior associates
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