Senior Tax Manager - High Net Worth
Company: NorthPoint Search Group
Location: Atlanta
Posted on: April 1, 2026
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Job Description:
Senior Tax Manager - High Net Worth - Atlanta, GA Who: A highly
experienced tax professional with specialized fiduciary, trust, and
estate expertise and 8 years handling complex high-net-worth tax
matters. What: Leads preparation and review of trust and estate
returns, fiduciary accountings, and advanced high-net-worth tax
planning while delivering exceptional client service. When:
Full-time senior leadership opportunity available immediately.
Where: Atlanta, GA Why: To strengthen the firm’s high-net-worth and
fiduciary tax practice through expert oversight, technical
excellence, and strong client and referral relationship
development. Office Environment: A collaborative, detail-driven,
fiduciary-focused setting that values precision, professionalism,
and high-quality client care. Salary: Competitive and commensurate
with senior-level expertise. Position Overview: The Senior Tax
Manager – High Net Worth oversees complex trust, estate, gift, and
high-net-worth tax engagements; prepares and reviews fiduciary
returns and accountings; develops client and referral
relationships; mentors staff; and ensures exceptional technical
accuracy while supporting the firm’s growth. Key Responsibilities:
- Prepare and conduct initial reviews of 1041 trust and estate
income tax returns. - Prepare fiduciary accountings with working
knowledge of state statutes and document review requirements. -
Analyze complex tax issues and provide well-reasoned conclusions. -
Perform diversified accounting and tax assignments under senior
leadership. - Demonstrate strong technical proficiency, adherence
to standards, and high-quality work. - Meet client deadlines and
manage time effectively. - Participate in firm training and assist
in developing technical skills of others. - Deliver exceptional
client service through accuracy, responsiveness, and attention to
detail. - Build and maintain strong client and referral
relationships. Qualifications: - Fiduciary experience required; law
firm or trust department experience considered. - Minimum of 8
years’ experience preparing and reviewing 1041, 706, and 709
returns, plus high-net-worth 1040 planning affecting estate and
gift tax matters. - Family office fiduciary tax or administration
experience is a plus. - Experience working with GST filings,
including Forms 706-GS(D) and 706-GS(T), preferred. - CPA required;
additional credentials 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.
Keywords: NorthPoint Search Group, East Point , Senior Tax Manager - High Net Worth, Accounting, Auditing , Atlanta, Georgia
