Tax Manager, High Net Worth

Frazier & Deeter
Alpharetta, GA
Category Accounting
Job Description
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm. 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.

Requirements

  • A Bachelor’s degree and/or Master’s degree in Accounting
  • Active CPA license
  • 5+ years of experience in HNW tax planning, compliance, and consulting in public accounting
  • Deep understanding of 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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