Client Success Manager Jobs in Rome, GA (NOW HIRING)

Nichols Cauley is a leading financial services firm recognized among the Top 120 Firms by Inside Public Accounting. We are honored to be named one of Accounting Today’s Best Firms to Work For and Best Firms for Young Accountants, a testament to our unwavering commitment to professional excellence, career development, and a collaborative, supportive culture. As we continue to grow, we offer talented professionals a dynamic environment where innovation is encouraged, teamwork is valued, and long-term success is a shared goal. If you are seeking a rewarding career with a firm dedicated to your growth and success, we encourage you to apply to join our team.

The Tax Manager is a key member of our tax department, responsible for managing client relationships, overseeing multiple tax engagements, and delivering high-quality tax compliance and consulting services to a diverse client base. The ideal candidate combines deep technical expertise with outstanding leadership, communication, and interpersonal skills. The Tax Manager is also a mentor and role model, fostering staff growth and development in a positive, collaborative environment.

Key Responsibilities:
• Serve as primary point of contact for assigned clients, ensuring delivery of timely, high-quality tax services.
• Develop and execute tax planning strategies for corporations, partnerships, individuals, trusts, and estates.
• Address complex tax matters and proactively identify planning opportunities.
• Oversee preparation and review of federal, state, and local income tax returns.
• Ensure compliance with all applicable tax laws and regulations.
• Manage due dates and deliverables for multiple client engagements.
• Stay current with the latest tax legislation, IRS rulings, and industry developments.
• Conduct research on complex tax issues and provide clear, actionable advice to clients and staff.
• Lead or assist in tax-related consulting projects (e.g., M&A, entity restructuring, succession planning, SALT).
• Supervise, train, and mentor staff and senior accountants.
• Work effectively with firm partners and team members essential to carry out firm initiatives.
• Delegate work appropriately and review work product for accuracy, completeness, and adherence to firm standards.
• Contribute to staff performance evaluations and promote professional growth.
• Identify opportunities to cross-sell firm services and expand client relationships.
• Participate in networking, marketing events, and firm initiatives.
• Contribute to proposals, presentations, and the onboarding of new clients.

Qualifications:
• Bachelor’s degree in Accounting or related field required; Master’s in Taxation or Accounting preferred.
• CPA license required.
• Minimum 5 years of relevant tax experience in public accounting, with at least 2 years in a supervisory/managerial role.
• Proficiency in tax preparation and research software (e.g., CCH Axcess, ProSystem fx, BNA); advanced MS Excel skills.
• Excellent verbal and written communication skills; ability to explain complex tax issues to clients and staff.
• Strong project management, time-management, and multi-tasking abilities.
• Demonstrated ability to manage and mentor teams in a collaborative and supportive environment.

Benefits:
• Compensation commensurate with experience
• 401K plan (with up to 4% salary paid employer contributions)
• Medical Insurance
• Dental Insurance
• Flexible work arrangements
• Generous Paid time-off & Holidays
• Flexible spending accounts
• Employee life insurance
• Supplemental life insurance for Employee and Dependents
• Long-term Disability insurance
• Short-term Disability insurance
• Accidental death & dismemberment insurance
• Paid parental leave
• Childcare Assistance

Why Nichols Cauley?

At Nichols Cauley, we believe your role as a Tax Manager should support both your professional growth and personal well-being. As a growing financial services firm, we offer opportunities to work with a diverse range of clients in a collaborative and supportive environment. You’ll be encouraged to share your insights, develop your skills, and take on meaningful responsibilities at a pace that suits your experience. Our team values open communication, learning, and a balanced approach to work and life. Join Nichols Cauley and become part of a firm that is committed to your ongoing development and success.