Job Description

Tax Manager / Senior Tax Manager – Boutique CPA Firm

To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io

Who: A profitable, boutique tax-focused CPA firm in Roswell, GA is seeking a Tax Manager or Senior Tax Manager to step into a key leadership role.

What: This position will manage a high-value book of tax clients, mentor staff, and transition into an Income Partner role over time.

When: Hiring immediately, with flexibility on start date.

Where: Roswell, GA – just north of downtown in a centralized, modern office.

Why: Leadership succession planning and continued client growth have created a need for a new senior hire.

Office Environment: Hybrid model with in-office presence expected 3+ days per week; collaborative and family-oriented culture.

Salary: $125K–$175K+ based on experience, with a structured partnership track.

Benefits Summary

• Medical, Dental, and Vision Insurance
• 401(k) with Company Match
• 100% Employer-Paid Short- and Long-Term Disability
• 20 Days of PTO
• 11 Paid Holidays
• Flexible Time Off During Slow Periods (e.g., summer)
• Support for CPA Exam Preparation (expectation to study during downtime)
• Family-Friendly Culture with flexibility for life events
• Fully Cloud-Based Tech Setup for seamless in-office or remote work

We are seeking a Tax Manager or Senior Tax Manager who is looking for an opportunity to transition into Income Partnership The role supports a well-run practice with low turnover, strong processes, and a client base of family offices and high-net-worth individuals.

● Key Responsibilities:

• Lead and review complex tax engagements
• Manage client relationships across individual, trust, and business entities
• Mentor and develop junior staff
• Collaborate with partners on client transitions and firm leadership
• Contribute to the firm's strategic growth and potential future equity

● Qualifications:

• CPA license required
• 5–10+ years of recent tax experience in public accounting
• Proven ability to manage and grow client relationships
• Strong interpersonal and team leadership skills
• Preference for local candidates in Roswell, Alpharetta, or North Fulton
• Desire to become an Income Partner with a path to equity

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now