What are the responsibilities and job description for the Tax Manager, High Net Worth position at Frazier & Deeter?
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 Tax Manager works closely with partners, staff and clients. They are responsible for planning, managing, reviewing, and completing client engagements. Tax Managers provide proactive tax savings and profitability suggestions for our clients and work to attract new clients, cultivate client relationships, and serve as a key contact for designated clients.
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. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.
Duties/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.
- 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
- Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations
- Extensive knowledge of federal, state, and local tax regulations
- Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously
Education and Experience:
- 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
- hybrid