Tax Planning Manager

SerKy Consulting • Atlanta, GA

1d • Onsite

About The Position

This role is for a high-performing tax professional ready to evolve from a traditional compliance role into an elite strategic advisor. You will be pivotal in our mission to create financial freedom for entrepreneurs by designing and implementing advanced tax reduction strategies. You will work directly with clients to understand their financial landscape, project the impact of key decisions, and guide them through the implementation of strategies that save them millions. You'll learn how to save our clients millions in taxes with case studies, tax projections, and direct feedback from the firm owner. Within 2 months, you’ll attend client meetings and actively assist with tax reduction strategies. Twice a month, you’ll train with industry leaders and gain insights you’ll never find in a classroom or textbook, and take part in a 3 day company retreat.

Requirements

• Within reach of Atlanta
• At least CPA or EA
• Minimum of 7 years' experience in tax

Nice To Haves

• Hungry, gritty, disciplined, growth-minded, and LOVE learning about taxes
• Follow instructions, take feedback, and meet deadlines without excuses.

Responsibilities

• Coach clients on tax deduction strategies
• Assist clients through implementing & maintaining foundational tax reduction strategies while maintaining compliant practices
• Advise clients on advanced tax reduction strategies, investments & decisions
• Projecting tax implications of strategies, events and key decisions
• Collaborate with tax compliance team to ensure effective reporting & tax elections align with clients' tax position
• Coach staff on client engagements
• Maintain proactive & regular communication with clients
• Occasional assistance with tax return review when needed

Benefits

• Life
• Medical
• Dental
• Vision
• 401k

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed