What are the responsibilities and job description for the Tax Senior 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, Towson 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 details:
As a member of our Tax team, you will be empowered to work directly with our diverse client base and team to provide a broad spectrum of tax and related consulting services. You will help develop team processes and systems, lead by example through demonstration of initiative, resourcefulness, and independent thinking. You will be valued as an individual, viewed as a leader and recognized for your accomplishments.
Responsibilities
- Serve as the Engagement Manager and be responsible for planning, execution, final deliverable and billing and collections
- Review complex individual, partnership, S and C corporate tax returns, as well as nonprofit, trust returns, and work papers
- Experience with family offices, UHNW and HNW, real estate, QOZ (industries including, but not limited to tech, data center, retail jewelry, mining, and distribution)
- Monitor client engagements against the budget and communicate schedule adjustments to management
- Analyze complex client transactions to identify and resolve potential and/or existing problems
- Manage communication with staff and clients addressing client concerns as needed
- Identify opportunities to increase level and type of services
- Provide outstanding client service by building client confidence and trust
- Develop team member's technical skills and encourage professional growth
Requirements
- BS in Accounting, Masters in Taxation a plus
- CPA required
- 8 years with public accounting firm experience with tax focus
- Experience with CCH Axcess preferred
- A collaborative team player with excellent communication abilities
- Strategic thinker with a proactive approach to problem-solving and sharp analytical skills
- Self-starter with a strong sense of initiative and a proven track record of follow-through
- hybrid
Salary Range
Salary Range: $165,000 USD - $200,000 USD
Salary : $165,000 - $200,000