BMB (Barnes Merritt & Barnes LLC) is an Atlanta Based CPA Firm specializing in income tax preparation, tax consulting services and estate planning strategies for individuals, their families, and associated businesses.

We are seeking an experienced Individual Tax Manager to lead and manage multiple tax engagements for our Partners and to work with our staff to ensure high quality tax services are provided to our clients. A successful Tax Manager at BMB would be accountable for all department functions, contributing to the organization’s growth with the potential to join the Firm’s partner track.

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

Role Responsibilities

Prepare and/or review complex individual tax returns 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, inquires 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, tax projections for our individual 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

Professional Qualifications

CPA certification

Master’s Degree in Tax, preferred

5+ years of experience preparing all types of tax returns with a public CPA firm or private company

2+ years reviewing individual tax returns and planning engagements with a public CPA firm or private company

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 such as Lacerte

Holds professional and personal ethics in the highest regards, maintaining complete confidentiality of client and Firm information

Salary & Benefits

 $85,000 – $100,000 annual salary (based on experience)

Bonus eligible

Simple IRA with matching

Medical, Dental, and Vision insurance

Paid Time Off

Opportunity for remote work or flexible hours after completion of successful introductory period

Interested and qualified candidates can email their resume to