Capital Investment Advisors · 4 days ago
Tax Manager
Atlanta, GA
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expCapital Investment Advisors (CIA) is a fee-only financial advisory and portfolio management firm headquartered in Atlanta. They are seeking an experienced Tax Manager to prepare complex business and individual tax returns, lead staff, and ensure high-quality tax services for clients.
ConsultingFinanceFinancial ServicesSmall and Medium Businesses
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
Qualification
Required
Bachelor's Degree in Accounting
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
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
Preferred
Master's Degree in Tax
Experience in Salesforce
Company
Capital Investment Advisors
Capital Investment Advisors is a financial advisor offering Income portfolio management, retirement and investment tax planning.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Reiner
CEO
Mitch Reiner
Managing Partner and Senior Investment Advisor
Recent News
Washington Business Journal
2025-03-25
Washington Business Journal
2025-02-19
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