Senior Tax Manager
Salary : $160K-$205K / yr DOE
Location : Alpharetta, GA
Position Overview
The Senior Tax Manager plays a key leadership role within the firm's Private Client and Nonprofit practice, providing strategic tax planning, compliance, and consultation services to high-net-worth individuals, trusts, estates, and nonprofit organizations. This position combines deep technical expertise with client relationship management and business development responsibilities.
Key Responsibilities
- Lead and manage complex trust and estate taxation engagements, including preparation, review, and planning for multi-generational wealth transfers.
- Coordinate and oversee tax compliance for nonprofit organizations, private foundations, and charitable entities.
- Provide proactive consultation and advisory services to clients on advanced tax issues, including estate planning strategies, philanthropic structuring, and entity formation.
- Develop, expand, and maintain strong client relationships; identify opportunities for new business through consultation and networking.
- Manage and mentor staff, ensuring quality control and technical accuracy across all client engagements.
- Collaborate with attorneys, financial advisors, and fiduciary partners to deliver comprehensive tax solutions.
- Stay current on federal and state tax laws impacting estates, trusts, and exempt organizations.
Qualifications
CPA license required; JD or Masters in Taxation / Accounting preferred.Minimum of 8 years of experience in trust and estate taxation, with significant exposure to complex wealth structures.Proven experience advising nonprofit organizations on tax compliance and governance matters.Strong technical knowledge of income, fiduciary, and estate tax regulations.Demonstrated ability to attract, develop, and retain clients through consultative and relationship-based approaches.Excellent communication, leadership, and project management skills.Ideal Candidate
This role suits a professional who thrives on advisory work, enjoys solving complex tax challenges, and values long-term client relationships. A successful candidate will combine high technical proficiency with business acumen and a genuine interest in helping clients manage and preserve their legacies.
Benefits :
Comprehensive Health Coverage + InsuranceRetirement account + advisory servicesPerformance BonusesBusy Season hours : 55 hr / wk TOTALSummer Fridays (Perk)Community atmosphere with employee perks / events throughout the yearAbility to advance in your career