Selby Jennings · 1 week ago
Tax Manager - Wealth Management
Atlanta, GA
Full-time
Hybrid
Senior Level
$180K/yr - $180K/yrSelby Jennings has partnered with a leading Investment Management Firm focused on retirement planning for high-net-worth individuals. They are seeking a Tax Manager to join their growing Tax Team, providing strategic tax planning and compliance expertise for wealth management clients.
BankingEmploymentRecruiting
Hiring Manager
Jay Lummus
Responsibilities
Develop and implement tax strategies aligned with retirement and wealth management goals
Prepare and review federal, state, and local tax returns for individuals, trusts, and investment entities
Advise clients on tax-efficient investment strategies, estate planning, and retirement distributions
Ensure compliance with IRS regulations and monitor changes in tax laws impacting retirement planning
Collaborate with financial advisors and portfolio managers to deliver integrated client solutions
Supervise and mentor junior tax staff, ensuring accuracy and adherence to best practices
Qualification
Required
CPA designation or EA (Enrolled Agent License) required
Strong knowledge of individual taxation, estate planning, and investment-related tax issues
Excellent interpersonal skills for client-facing interactions
Experience with tax software and financial planning tools
Preferred
Prior experience in wealth management or investment advisory
Company
Selby Jennings
Global recruitment firm specialising in Banking
Founded in 2004
1001-5000 employees
Funding
Current Stage
Late StageRecent News
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2025-09-30
2025-07-10
Seattle TechFlash
2025-05-03
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