Senior Tax Manager
Atlanta, GA
Full Time
Experienced
At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. and $6b in Assets Under Management. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.
Our Accounting & Tax team is an essential part of our comprehensive wealth management offering. Rather than operating as a standalone service, our tax and investment professionals work as a team to deliver fully integrated financial strategies. From proactive tax planning and preparation to ongoing accounting and bookkeeping support, we help individuals, families, and business owners align their tax needs with their broader financial goals. By embedding tax expertise directly into the wealth management process, we aim to provide a more complete picture of our clients’ financial lives.
Senior Tax Manager
We are seeking an experienced Senior Tax Manager to join CIA’s integrated tax offering. This role will work alongside our Investment Advisors and the greater client advisory team to provide wholistic and individualized tax planning strategies for clients and prospects. The ideal candidate is deeply technical and has exceptional communication and relationship-building skills.
An effective Senior Tax Manager at CIA builds trust quickly with clients and internal stakeholders and collaborates effectively with the client’s external advisory network (attorneys, estate planners, etc.). While direct people management experience is not required, a servant leadership mentality and passion for mentorship are keys to success in this role.
Core Responsibilities:
Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law.
Our Accounting & Tax team is an essential part of our comprehensive wealth management offering. Rather than operating as a standalone service, our tax and investment professionals work as a team to deliver fully integrated financial strategies. From proactive tax planning and preparation to ongoing accounting and bookkeeping support, we help individuals, families, and business owners align their tax needs with their broader financial goals. By embedding tax expertise directly into the wealth management process, we aim to provide a more complete picture of our clients’ financial lives.
Senior Tax Manager
We are seeking an experienced Senior Tax Manager to join CIA’s integrated tax offering. This role will work alongside our Investment Advisors and the greater client advisory team to provide wholistic and individualized tax planning strategies for clients and prospects. The ideal candidate is deeply technical and has exceptional communication and relationship-building skills.
An effective Senior Tax Manager at CIA builds trust quickly with clients and internal stakeholders and collaborates effectively with the client’s external advisory network (attorneys, estate planners, etc.). While direct people management experience is not required, a servant leadership mentality and passion for mentorship are keys to success in this role.
Core Responsibilities:
- Serve as a dedicated tax manager to a group of Investment Advisors and their high-net-worth client base
- Participate in client prospect meetings alongside the Investment Advisor
- Develop proactive tax planning strategies for clients and prospects
- Conduct in-depth tax projections based on the client’s investment portfolio
- Serves as final partner reviewer on individual and business returns prepared by staff or outside partners
- Leverage Salesforce to manage client engagements and due dates
- Respond to IRS and state agency audits, inquiries, and tax notices on behalf of your clients
- Assist with training and mentoring for new hires and junior Team Members with the opportunity to grow into a team leader
- Keep abreast of current developments in the tax area by attending professional development and continuing education sessions on a regular basis
- Bachelor’s Degree in Accounting
- Master’s Degree in Tax, preferred
- CPA or Enrolled Agent License
- Combined 10+ years of experience in tax preparation (individual and business) and progressive tax planning and advisory
- Experience working in a wealth management or family office environment a plus
- Working knowledge of trust documents and tax law as it relates to trusts
- High degree of empathy in interpersonal communication to build trust with clients, prospects, internal Team Members, and outside vendors/partners
- Able to effectively present information and make complex concepts simple
- Experience using Tax Software such as Lacerte
- Experience in Salesforce, preferred
- Holds professional and personal ethics in the highest regards, maintaining complete confidentiality of client and Firm information
- Client-first attitude
- Committed to a culture of compliance
- Exhibits the Capital Investment Advisors’ five Core Values in everything they do
Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law.
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