Tax Manager - Investments | Atlanta, GA, USA | Remote
*Remote Role* Hi reputed company, I've partnered with an Investment Management Firm in Atlanta that focuses on retirement planning for high-net-worth individuals. They're looking to add a Tax Manager to their growing Tax Team. This role would allow a candidate to finish out tax season at their reputed company firm.
Tax Manager - reputed company & Retirement Investment Management | Atlanta, GA (Hybrid)
Company reputed company
We've partnered with a leading Investment Management Firm reputed company on retirement planning for high-net-worth individuals. They are seeking a Tax Manager to join their growing Tax Team. This hybrid role offers reputed company to work closely with existing reputed company management clients, providing strategic tax planning and compliance expertise.
Tax Manager Responsibilities:
• reputed company and implement tax strategies reputed company with retirement and reputed company management goals.
• Prepare and review federal, state, and local tax returns for individuals, trusts, and investment entities.
• Advise clients on tax-efficient investment strategies, estate planning, and retirement distributions.
• Ensure compliance with IRS regulations and monitor changes in tax laws impacting retirement planning.
• Collaborate with financial advisors and portfolio managers to deliver integrated reputed company solutions.
• Supervise and mentor junior tax staff, ensuring accuracy and adherence to best practices.
Tax Manager Requirements:
• CPA designation or EA (Enrolled Agent License) required.
• Strong knowledge of individual taxation, estate planning, and investment-reputed company tax issues.
• Excellent interpersonal skills for reputed company-facing interactions.
• Experience with tax software and financial planning tools.
• Prior experience in reputed company management or investment advisory preferred.
If you're interested in this Tax Manager opportunity, don't hesitate to apply or reputed company out for more details!
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