Tax Manager

At Capital Investment Advisors (CIA), we strive to help the families we serve 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. 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 tight-knit team has a mix of financial advisors, investment professionals, tax professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for the families we serve. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.  

Tax Manager 

Our Tax Team is seeking an experienced Tax Manager to prepare complex business and individual tax returns and lead staff in ensuring that high quality tax services are provided to CIA clients. A successful Tax Manager at CAT is accountable for all department functions and contributes to the organization’s growth with a client-first mentality. 

This is a full-time salaried position at our office in Sandy Springs. 

Core Responsibilities:

• Prepare and/or review complex individual tax returns and business and individual tax planning 
• Prepare personalized client communication and build strong relationships with clients 
• Manage and monitor client engagements and due dates 
• Ensure personalized client satisfaction through open communication, managing and meeting deadlines, and proactively sharing tax strategies 
• Research and prepare work papers for each client file and situation 
• Conduct tax research and prepare memorandum to educate employees and clients 
• Respond to IRS and state agency audits, inquiries, and tax notices 
• Prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS or Treasury Department 
• Review and manage staff deliverables including tax returns, extensions, and tax projections for our practice 
• Work closely with partners to schedule, manage and delegate projects with staff and provide ongoing accounting and tax assistance 
• Assist with employee training for new hires and ongoing CPE 
• Keep abreast of current developments in the tax area by attending professional development and continuing education sessions on a regular basis 

Skills & Qualifications: 

• Bachelor’s Degree in Accounting 
• Master’s Degree in Tax, preferred 
• CPA or Enrolled Agent License 
• 8+ years of experience preparing all types of tax returns with a public CPA firm or private company and at least 2 years reviewing business and individual tax returns and planning engagements 
• Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations 
• Able to write reports and correspondence to clients and government agencies 
• Able to effectively present information and respond to questions from groups of managers, clients, customers, and the general public 
• Able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists 
• Knowledge of Microsoft Office Suite 
• Experience using Tax Software, preferably CCH 
• 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.