Senior Tax Manager - High Net Worth

Senior Tax Manager - High Net Worth - Atlanta, GA

A highly experienced tax professional with specialized fiduciary, trust, and estate expertise and 8+ years handling complex high-net-worth tax matters.

Leads preparation and review of trust and estate returns, fiduciary accountings, and advanced high-net-worth tax planning while delivering exceptional client service.

Full-time senior leadership opportunity available immediately.

Atlanta, GA

To strengthen the firm’s high-net-worth and fiduciary tax practice through expert oversight, technical excellence, and strong client and referral relationship development.

A collaborative, detail-driven, fiduciary-focused setting that values precision, professionalism, and high-quality client care.

Competitive and commensurate with senior-level expertise.

The Senior Tax Manager – High Net Worth oversees complex trust, estate, gift, and high-net-worth tax engagements; prepares and reviews fiduciary returns and accountings; develops client and referral relationships; mentors staff; and ensures exceptional technical accuracy while supporting the firm’s growth.

• Prepare and conduct initial reviews of 1041 trust and estate income tax returns.
• Prepare fiduciary accountings with working knowledge of state statutes and document review requirements.
• Analyze complex tax issues and provide well-reasoned conclusions.
• Perform diversified accounting and tax assignments under senior leadership.
• Demonstrate strong technical proficiency, adherence to standards, and high-quality work.
• Meet client deadlines and manage time effectively.
• Participate in firm training and assist in developing technical skills of others.
• Deliver exceptional client service through accuracy, responsiveness, and attention to detail.
• Build and maintain strong client and referral relationships.

• Fiduciary experience required; law firm or trust department experience considered.
• Minimum of 8 years’ experience preparing and reviewing 1041, 706, and 709 returns, plus high-net-worth 1040 planning affecting estate and gift tax matters.
• Family office fiduciary tax or administration experience is a plus.
• Experience working with GST filings, including Forms 706-GS(D) and 706-GS(T), preferred.
• CPA required; additional credentials strongly preferred: EA, CFTA, CFP, PFS, or PFP.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.