Tax Manager
Premier CPA Firm - Kennesaw, Georgia
Position Type: Full-Time
Location: Kennesaw, GA (Northwest Metro Atlanta)
About Our Clients Firm
Established in Kennesaw, our clients growing CPA firm serves businesses and individuals throughout Cobb County and the greater Atlanta metropolitan area. They pride themselves on delivering personalized tax and accounting services with the highest level of professionalism and expertise. Their client-focused approach has earned them a strong reputation among local businesses, professionals, and high-net-worth individuals seeking strategic tax planning and compliance services. As they continue to expand their practice, they're seeking talented tax professionals who share their commitment to excellence and client service.
Position Overview
We are seeking an experienced Tax Manager to join our team in Kennesaw. The ideal candidate will bring 5-7 years of public accounting experience with a focus on tax services, along with a Georgia CPA license and strong leadership abilities. In this role, you'll manage client relationships, lead tax engagements, and mentor staff while providing strategic tax planning and compliance services to our diverse client base. This position offers excellent growth potential within a supportive firm that values work-life balance and professional development.
Key Responsibilities
Tax Compliance and Planning
- Manage and coordinate the delivery of comprehensive tax services to a diverse portfolio of clients including businesses, individuals, trusts, and estates
- Develop and implement strategic tax planning initiatives to minimize client tax liabilities while ensuring compliance with federal, state, and local regulations
- Review complex individual, partnership, corporate, and non-profit tax returns prepared by staff
- Identify tax savings opportunities and proactively communicate these to clients
- Ensure accurate and timely filing of all tax returns under your supervision
- Maintain quality control standards across all tax engagements
Client Relationship Management
- Develop and nurture strong, trusted relationships with clients through exceptional service and technical expertise
- Serve as the primary point of contact for clients on all tax-related matters
- Provide clients with innovative, practical tax solutions tailored to their specific needs and goals
- Anticipate client needs and identify opportunities for additional services
- Conduct client meetings to discuss tax planning strategies, address concerns, and present findings
- Effectively communicate complex tax concepts to clients in a clear, understandable manner
Team Leadership and Development
- Lead, mentor, and develop tax staff and seniors to build a high-performing tax team
- Conduct performance evaluations and provide constructive feedback to support professional growth
- Coordinate workload distribution and resource allocation to ensure efficient completion of engagements
- Create opportunities for staff to develop new skills and advance their careers
- Foster a collaborative team environment that emphasizes knowledge sharing and continuous improvement
- Assist in recruiting and retaining talented tax professionals
Tax Research and Technical Advisory
- Stay current with changing tax laws, regulations, and industry trends affecting our clients
- Conduct in-depth tax research on complex issues and provide technical guidance to staff and clients
- Prepare technical memoranda documenting research findings and tax positions
- Advise clients on tax implications of business decisions, investments, and transactions
- Collaborate with other departments to provide comprehensive financial solutions
- Contribute to the firm's thought leadership through client communications and educational materials
Qualifications
Education and Certification
- Bachelor's degree in Accounting or related field (required)
- Master's degree in Accounting, Taxation, or related field (preferred)
- Active Georgia CPA license (required)
Experience
- 5-7 years of progressive experience in public accounting with a focus on tax services
- Minimum 3 years preparing complex tax returns for individuals, businesses, trusts, and estates
- Minimum 2 years reviewing tax returns and compiled financial statements
- Experience managing client relationships and engagements
- Background working with privately-held businesses and high-net-worth individuals in the Atlanta metro area (preferred)
Knowledge and Skills
- Comprehensive knowledge of federal, state, and local tax laws and regulations
- Strong understanding of tax planning strategies for businesses and individuals
- Proficiency in tax preparation software (UltraTax, CCH Axcess, or similar)
- Advanced skills in Microsoft Office Suite, particularly Excel
- Excellent written and verbal communication abilities
- Superior analytical thinking and problem-solving capabilities
- Proven project management skills with ability to handle multiple engagements simultaneously
- Effective leadership and mentoring abilities
Benefits Package
We offer a competitive compensation and benefits package designed to attract and retain top talent:
Compensation and Financial Benefits
- Salary commensurate with experience and qualifications
- Performance-based bonus opportunities
- 401(k) plan with generous employer matching (up to 4% of salary)
- Profit-sharing potential
Health and Wellness
- Comprehensive medical insurance
- Dental coverage
- Vision plan
- Flexible spending accounts for healthcare and dependent care
- Employee life insurance
- Supplemental life insurance options for employees and dependents
- Short-term and long-term disability insurance
- Accidental death and dismemberment coverage
Work-Life Balance
- Flexible work arrangements with hybrid options
- Generous paid time-off policy and holiday schedule
- Paid parental leave
- Childcare assistance program
- Summer Friday schedule during non-tax season
Professional Development
- CPA license maintenance fee coverage
- Continuing professional education (CPE) allowance
- Membership in professional organizations
- Career advancement opportunities
- Technical training and leadership development programs
