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Tax Manager - Family Office
full-timeAtlanta

Summary

Location

Atlanta

Type

full-time

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About this role

Tax Manager

Who: A seasoned tax professional with 8+ years of experience in tax preparation and review, preferably with a CPA or Enrolled Agent license.
What: Manage and review complex tax returns, provide client-focused tax planning, and lead a team to deliver high-quality tax services.
When: Full-time, immediate start.
Where: On-site in Sandy Springs, GA (Atlanta metro area).
Why: Join a collaborative, client-first team committed to growth and personalized financial solutions.
Office Environment: Professional, tight-knit team with a strong culture of development and support.
Salary: Competitive and commensurate with experience.


Position Overview:
This role focuses on the preparation and review of complex business and individual tax returns, managing staff performance, ensuring tax compliance, and building strong relationships with clients. The Tax Manager plays a pivotal role in shaping the client experience and supporting the strategic growth of the firm.

Key Responsibilities:
● Prepare and review complex individual and business tax returns.
● Lead client engagements and monitor deadlines.
● Conduct tax planning and proactive strategy communication.
● Respond to IRS/state audits and notices.
● Manage and mentor staff, delegate projects, and support training.
● Research complex tax issues and prepare memoranda.
● Stay current on tax law changes through ongoing education.

Qualifications:
● Bachelor’s Degree in Accounting; Master’s in Tax preferred.
● CPA or Enrolled Agent license required.
● 8+ years of experience in tax preparation, including 2+ in a review/managerial role.
● Proficiency in Microsoft Office; experience with CCH Tax Software and Salesforce preferred.
● Strong written, verbal, and analytical skills.
● High ethical standards and client-first approach.
● Excellent problem-solving and leadership abilities.


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

Other facts

Tech stack
Tax Preparation,Tax Review,Client-Focused Tax Planning,Team Leadership,IRS Audit Response,Staff Management,Tax Research,Tax Compliance,Microsoft Office,CCH Tax Software,Salesforce,Analytical Skills,Problem-Solving,Communication Skills,Ethical Standards,Leadership Abilities

About NorthPoint Search Group

NorthPoint Search Group’s Executive support division offers diverse specialty areas and focuses on the direct hire, project and temporary placement of professionals at all levels across all industries.

INCREASE PRODUCTIVITY. REDUCE DOWNTIME
Selecting a new executive can set the stage for success for your entire company. A game-changing candidate isn’t as rare as you might think. It all comes down to whom you work with to select your next executive.

Ready to TopGrade Your Team - Find out more. CALL NOW - 678-777-5627

Team size: 11-50 employees
LinkedIn: Visit
Industry: Staffing and Recruiting
Founding Year: 2003

What you'll do

  • The Tax Manager is responsible for preparing and reviewing complex individual and business tax returns, managing staff performance, and ensuring tax compliance. This role also involves building strong relationships with clients and supporting the strategic growth of the firm.

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Frequently Asked Questions

What does a Tax Manager - Family Office do at NorthPoint Search Group?

As a Tax Manager - Family Office at NorthPoint Search Group, you will: the Tax Manager is responsible for preparing and reviewing complex individual and business tax returns, managing staff performance, and ensuring tax compliance. This role also involves building strong relationships with clients and supporting the strategic growth of the firm..

Why join NorthPoint Search Group as a Tax Manager - Family Office?

NorthPoint Search Group is a leading Staffing and Recruiting company.

Is the Tax Manager - Family Office position at NorthPoint Search Group remote?

The Tax Manager - Family Office position at NorthPoint Search Group is based in Atlanta, Georgia, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Tax Manager - Family Office position at NorthPoint Search Group?

You can apply for the Tax Manager - Family Office position at NorthPoint Search Group directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about NorthPoint Search Group on their website.