Tax Manager, High Net Worth

Posted 10 Days Ago
Be an Early Applicant
Tampa, FL
Senior level
Other
The Role
The Tax Manager will oversee tax returns for high net worth clients, develop tax planning strategies, and mentor staff. Responsibilities include client engagement, managing projects, and ensuring compliance with tax laws.
Summary Generated by Built In

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, Las Vegas, London, Nashville, and Tampa, 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 grows every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

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:

Frazier & Deeter is currently seeking a Tax Manager to focus on our High Net Worth clients. The HNW Tax Manager will work closely with partners, as well as staff and clients and will be responsible for planning, supervising, reviewing, and completing client engagements. Our 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.

Responsibilities:

  • Review and manage the preparation of tax returns for our high net worth individual clients, business returns and trust returns.
  • Consult with our estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for our clients.
  • Provide innovative tax planning, consulting, and compliance expertise to clients - design, and implement tax-planning strategies for clients and manage to budget.
  • Develop a project vision and set challenging personal and client service team goals.
  • Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
  • Maintain knowledge on the changes in tax laws/regulations and industry trends.

Requirements:

  • A Bachelor’s degree and/or Master’s degree in Accounting.
  • Active CPA license.
  • 5 to 10 years of progressive public accounting tax experience.
  • Experience with corporate taxation, individuals, and partnerships.
  • Ability to develop tax planning strategies for clients.
  • Experience supervising, training, developing, and reviewing the work of staff and senior associates.
  • Excellent verbal and written communication skills.

 #LI - remote

Attention External Recruiters: Frazier & Deeter is not accepting any unsolicited resumes for this opening at this time.


Top Skills

Accounting
Cpa
The Company
HQ: Atlanta, GA
434 Employees
On-site Workplace
Year Founded: 1981

What We Do

Frazier & Deeter is an award winning accounting and advisory firm known for addressing our clients' emerging needs as they evolve. We achieve exceptional client satisfaction ratings by looking beyond accounting for today to advising for the future.

Our Arch + Tower team means we offer an unusual range of services that give us a unique perspective on the intersection of capital, compliance and growth.

We are an award-winning Deliberately Developmental Organization that has garnered national attention for our efforts to create a culture in which we grow our people everyday. Our brand promise is Investing in Relationships to Make a Difference.

We offer the full range of tax, audit, accounting and advisory services through our offices in Atlanta, Cambridge, Charlotte, Las Vegas, London, Nashville, North Georgia and Tampa. Our firm is a member of CPAmerica.

Frazier & Deeter has received many honors based on the quality of our work and our dedication to client responsiveness. Our accolades include:
- Among the top 60 largest Accounting Firms in the nation
- Among the Best Firms to Work for in the U.S. 2015, 2016
- Best of the Best CPA firm - 14 times
- 6 time winner of Practical Accountant's Practice Innovation Award
- Top Firm for Women in Leadership - 6 times

A company with more than 98% of its employees who believe the firm is "committed to producing top-quality work, and consistently goes the extra mile to achieve great results."​

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