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Tax Jobs in Atlanta, GA

Tax Senior Manager - High Net Worth

Staff Financial Group

Atlanta, GA(remote)

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JOB DETAILS
SKILLS
Certified Public Accountant (CPA), Customer Experience, Customer Relations, Customer Support/Service, Develop and Maintain Customers, Documentation, Fiduciary, High Net Worth, Income Tax, Leadership, Legal, Problem Solving Skills, State Laws and Regulations, Stewardship, Tax Accounting, Tax Returns, Team Player, Technical Strategy, Time Management, Timing Verification, Trust Law, Value-Added Tax (VAT)
LOCATION
Atlanta, GA
POSTED
1 day ago
Job Description

Tax Senior Manager - High Net Worth - Remote

Who: A highly experienced tax professional with at least eight years of fiduciary and high-net-worth tax experience and advanced credentials (CPA required; EA, CFTA, CFP, PFS, or PFP strongly preferred).

What: Reviews and evaluates HNW referrals, prepares and reviews complex trust, estate, and gift tax filings, manages fiduciary accountings, and helps guide clients through a concierge-style tax experience.

When: Full-time senior leadership role available immediately.

Where: Remote position for candidates residing in AL, GA, FL, MS, NC, SC, or TN.

Why: To help build and lead a new centralized HNW tax program by providing technical depth, strategic judgment, and relationship-focused client stewardship.

Office Environment: A collaborative, innovative corporate team setting centered on precision, communication, and high-touch client service.

Salary: Competitive and commensurate with senior-level HNW expertise.

Position Overview:
The Tax Senior Manager - High Net Worth plays a strategic and high-visibility role in CRI's expanding HNW initiative. This is not traditional production work; instead, it blends technical tax expertise with assessment, orchestration, and relationship navigation. You will evaluate incoming high-net-worth referrals, determine the right partner or office placement, facilitate seamless handoffs, and occasionally manage engagements directly. This role is ideal for a seasoned HNW professional seeking meaningful work beyond the busy-season grind-where judgment, communication, and client experience shape the client journey and influence firmwide strategy.

Key Responsibilities:
- Review and evaluate incoming HNW client referrals to assess complexity, timing, fit, and service needs.
- Determine the appropriate partner or office to serve each client and coordinate seamless handoffs.
- In select cases, manage HNW engagements directly within the corporate team.
- Serve as a relationship navigator between wealth advisors, firm leadership, and nationwide tax teams.
- Prepare and conduct initial reviews of 1041 trust and estate income tax returns.
- Prepare fiduciary accountings with familiarity of state statutes and related documentation.
- Analyze complex tax issues and provide well-reasoned conclusions.
- Perform diversified tax and accounting assignments under senior leadership.
- Demonstrate high-level technical proficiency and adherence to firm standards.
- Meet all workload and client deadlines consistently.
- Participate in and help lead training initiatives to develop technical skills across the team.
- Deliver exceptional client service with accuracy, attentiveness, and responsiveness.
- Build and maintain strong client and referral relationships.

Qualifications:
- Fiduciary experience required; law firm or trust department experience considered.
- 8+ years of experience preparing and reviewing 1041, 706, and 709 returns, plus high-net-worth 1040 planning affecting estate and gift taxation.
- Experience with GST filings, including Forms 706-GS(D) and 706-GS(T), preferred.
- CPA required; additional designations 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.

About the Company

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Staff Financial Group

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