If you are a Senior Tax Manager or Director, looking to take on a smaller Tax Department of a Wealth Management firm, check this out!
Please note, this is a very hybrid schedule, in Athens, GA. Open to Once a Month or Once a Week in office, etc. We are open to relocating candidate or will work with people depending on their locations, but will have some sort of in office responsibility.
About Us Our Company, based in Athens, GA, is a financial advisory firm that offers a range of services, primarily focused on retirement plans and individual financial planning.
We provide consulting for employer-sponsored retirement plans, participant education, compliance, administration, and personal retirement strategies.
The goal, as a firm, is to simplify the complexity of managing retirement plans for businesses while providing personalized advice for individual clients with offers of asset management and tax planning services.
Because of our growth, we are seeking a highly skilled and experienced Tax Manager/Senior Tax Manager or Director to join our team.
This individual will be pivotal in influencing the delivery of tax guidance to clients through our team of financial advisors. A key to this position's success will be the integration of wealth management and tax advisory and compliance services.
As the Sr. Manager or Director, the position will require strategic thought on practice evolution, a strong orientation and stewardship of product quality control, and an unwavering mantra of full execution on service deliverables
Oppertunity This opportunity affords a senior tax professional the chance to make a leap into the wealth management industry, removes billable hour/public accounting-esque requirements, and provides a collegial, "give back" environment focused on supporting and developing teammates. The position will have the unique opportunity to put skills, knowledge, and experience to use to influence the evolution of an already strong and compelling wealth management value proposition
Responsibility - Deliver or direct comprehensive tax planning services including review, preparation, and filing for individuals and businesses including corporations, partnerships, estates, trusts, and others.
- As necessary, to adequately meet and exceed region-leading client service demand, build, and lead a tax preparation team of full and/or part-time dedicated resources, inclusive of rotating in eligible on-staff Associate Advisors, while deftly cultivating essential tax knowledge and service delivery team skills.
- Routinely consult with on-staff Investment Advisors to review clients' tax situations and share advice on tax planning
opportunities.
- Join Advisors in virtual or face-to-face client meetings, as requested, where opportunities to support education on dealing with complicated or advantageous strategies may exist.
- Collaborate and participate in wealth management business development opportunities.
- Organize and routinely deliver content internally, such as common scenario strategies, new or pending legislation impact, guidance for responding to frequently asked questions and other hot topics, with an ongoing goal of enhancing the overall skills and knowledge of our Advisors.
Qualifications: - Bachelor's degree in Accounting, Finance, or a related field (Master's is preferred).
- Active CPA Certification
- Minimum of 7 recent years of experience in tax accounting or public accounting.
- Strong knowledge of federal, state, and local tax laws, with proven experience in tax planning and compliance.
- Leadership and project management skills, with the ability to handle multiple clients and deadlines.
- Excellent communication and interpersonal skills for effective client interaction.
- Proficiency in tax software and accounting systems.
Benefits - Health and retirement benefits
- Unlimited PTO
- Hybrid/Flexible Work Environment
- Opportunities for professional development
- Collaborative and client-focused work environment
