High Net Worth Senior Tax Manager

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & 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. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you!

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset 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 Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary

A Senior Tax Manager works closely with partners, as well as staff and clients, and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office. Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws.

Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
• Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions.
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery.
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
• Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively.
• Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines.
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy.
• Exhibit strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations.
• Maintain extensive knowledge of federal, state, and local tax regulations.
• Demonstrate strong project management and organizational skills, managing multiple engagements and deadlines simultaneously.
• Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development.
• Monitor engagement profitability through managing budgets, billing, and client expectations effectively.

Education and Experience

• Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license.
• 8+ years of experience in HNW tax planning, compliance, and consulting in public accounting.
• Deep understanding estate, gift, 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 foundation structures.
• Proven expertise in overseeing complex client engagements and delivering high-quality client service.
• Ability to develop tax planning strategies for clients.
• Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite.
• Experience supervising, training, developing, and reviewing the work of staff and senior associates.

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As set forth in Frazier & Deeter’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.