Tax Manager / Senior Tax Manager – Boutique CPA Firm
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Overview
Job Description
Tax Manager / Senior Tax Manager – Boutique CPA Firm
To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io
Who: A profitable, boutique tax-focused CPA firm in Roswell, GA is seeking a Tax Manager or Senior Tax Manager to step into a key leadership role.
What: This position will manage a high-value book of tax clients, mentor staff, and transition into an Income Partner role over time.
When: Hiring immediately, with flexibility on start date.
Where: Roswell, GA – just north of downtown in a centralized, modern office.
Why: Leadership succession planning and continued client growth have created a need for a new senior hire.
Office Environment: Hybrid model with in-office presence expected 3+ days per week; collaborative and family-oriented culture.
Salary: $125K–$175K+ based on experience, with a structured partnership track.
Benefits Summary
- Medical, Dental, and Vision Insurance
- 401(k) with Company Match
- 100% Employer-Paid Short- and Long-Term Disability
- 20 Days of PTO
- 11 Paid Holidays
- Flexible Time Off During Slow Periods (e.g., summer)
- Support for CPA Exam Preparation (expectation to study during downtime)
- Family-Friendly Culture with flexibility for life events
- Fully Cloud-Based Tech Setup for seamless in-office or remote work
Position Overview:
We are seeking a Tax Manager or Senior Tax Manager who is looking for an opportunity to transition into Income Partnership. The role supports a well-run practice with low turnover, strong processes, and a client base of family offices and high-net-worth individuals.
● Key Responsibilities:
- Lead and review complex tax engagements
- Manage client relationships across individual, trust, and business entities
- Mentor and develop junior staff
- Collaborate with partners on client transitions and firm leadership
- Contribute to the firm's strategic growth and potential future equity
● Qualifications:
- CPA license required
- 5–10+ years of recent tax experience in public accounting
- Proven ability to manage and grow client relationships
- Strong interpersonal and team leadership skills
- Preference for local candidates in Roswell, Alpharetta, or North Fulton
- Desire to become an Income Partner with a path to equity
If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
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