NorthPoint Search Group logo

Tax Manager - High Net Worth

NorthPoint Search GroupAtlanta, Georgia

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.1

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

pay-wall

Overview

Schedule
Full-time
Education
CPA
Career level
Director
Remote
On-site
Benefits
Career Development

Job Description

Tax Manager- High Net Worth- Atlanta, GAWho: A CPA with at least five years of public accounting experience and strong technical expertise in trust and estate taxation.What: Performs final technical reviews of trust and estate income tax returns while leading engagements, managing staff, and ensuring compliance with evolving tax laws.When: Full-time role available immediately.Where: Within a confidential professional services firm supporting a diverse trust and estate client base.Why: To strengthen the firm’s trust and estate tax practice through exceptional technical oversight, quality assurance, and effective team and client leadership.Office Environment: A collaborative, professional setting focused on quality, communication, development, and high-performance teamwork.Salary: Competitive and commensurate with experience.Position Overview:The Tax Manager – Trusts & Estates oversees the preparation and review of complex trust and estate income tax returns, manages staff and workflow, researches advanced tax matters, and supports exceptional client service while maintaining strict confidentiality and quality standards.Key Responsibilities:- Provide final technical review of 1041 trust and estate income tax returns.- Research complex tax issues and develop practical recommendations.- Stay current on changes in tax laws and accounting procedures.- Plan, coordinate, and manage client engagements to meet all deadlines.- Communicate directly with clients to ensure their best interests are served.- Support and guide staff and supervisors by setting expectations, providing resources, and maintaining a positive work environment.- Monitor work quality and personnel performance.- Assign, track, and manage tasks and projects delegated to staff and supervisors.- Mentor and develop team members to support continued growth.- Build and maintain internal and external networks to assist in business development.- Oversee billing, collections, WIP monitoring, aging, and write-downs.- Participate in internal CPE programs and training initiatives.Qualifications:- CPA certification required.- Minimum of five years of public accounting experience.- Demonstrated leadership ability.- Strong decision-making skills with initiative.- Ability to remain calm and effective under pressure.- Excellent organizational abilities with the capacity to manage a heavy workload.If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

pay-wall

FAQs About Tax Manager - High Net Worth Jobs at NorthPoint Search Group

What is the work location for this position at NorthPoint Search Group?
This job at NorthPoint Search Group is located in Atlanta, Georgia, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at NorthPoint Search Group?
Employer has not shared pay details for this role.
What employment applies to this position at NorthPoint Search Group?
NorthPoint Search Group lists this role as a Full-time position.
What experience level is required for this role at NorthPoint Search Group?
NorthPoint Search Group is looking for a candidate with "Director" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by NorthPoint Search Group for this role?
NorthPoint Search Group offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at NorthPoint Search Group?
You can apply for this role at NorthPoint Search Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.