Tax Senior - High Net Worth Clients
Staff Financial Group
Job Overview We are working with a top Wealth Management firm located in Atlanta. They have a need for an experienced Tax Senior, here are the position details: Qualifications Bachelor's Degree in Accounting or Business CPA or on track with parts of CPA exam passed MTAX or MACC is a plus Experience with High Net Worth Individuals is desired Preparation and Review of Tax Returns Return experience includes: Individual, Partnership, Corp, Estate, Trust & Gift Must have experience in a client facing role Ability to work independently or as part of a team Experience with CCH software is a plus Proficient with MS Office/Excel Strong written and verbal communication skills Public Accounting experience with Regional or Big 4 firm is desired Benefits If you are looking for a better work-life balance this is that opportunity. The client offers an excellent compensation package that includes competitive salary, bonuses, benefits and PTO. How to Apply If you are interested ple ss send a copy of your resume to View email address on click.appcast.io Click here to apply online: Click here to apply online #J-18808-Ljbffr Staff Financial Group
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax Senior - High Net Worth Clients in Atlanta, GA vacancy
- Senior Associate, Client Relationship Management & Accounting Job Category: Professional Services... ...wealth management firm serving ultra-high net worth families, single family offices, foundations... ...across key areas such as tax strategy, risk management guidance, wealth...SeniorTaxHigh net worthFull timeWork at officeFlexible hours
- ...Join Our Team At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full... ...point of contact for ingesting client requests Coordinate between client,... ...Retrieve and distribute client statements, tax documents, or other reports Generate...SeniorTaxHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
- A professional services firm is seeking a Tax Senior Manager specializing in high-net-worth clients. The role involves reviewing complex tax filings, managing client relationships, and leading a new centralized tax program. Candidates should possess at least 8 years of...SeniorTaxHigh net worthRemote work
Staff Financial Group
Atlanta, GA3 days ago - ...Tax Senior Manager - High Net Worth - Remote Who: A highly experienced tax professional with at least eight years of fiduciary and high-net-worth... ...filings, manages fiduciary accountings, and helps guide clients through a concierge‑style tax experience. When: Full‑...SeniorTaxHigh net worthFull timeWork at officeImmediate startRemote work
Staff Financial Group
Atlanta, GA3 days ago - A leading public accounting firm is seeking a Tax Senior Manager in Atlanta to join its Real Estate and Hospitality Tax team. This... ...should have 8+ years of tax experience, particularly with high net worth clients, and possess a CPA. The position offers opportunities for professional...SeniorTaxHigh net worth
- A leading financial services firm in Atlanta is seeking a Wealth Strategist to advise high-net-worth clients on complex financial matters including tax and estate planning. The ideal candidate will have over 9 years of client-facing experience and a strong background in...SeniorTaxHigh net worth
- A leading financial services firm is seeking an experienced Tax Senior to support its High Net Worth program. The position involves evaluating client referrals, managing engagements, and overseeing technical tax reviews. Candidates should have a CPA, JD, or EA designation...SeniorTaxHigh net worthRemote job
- ...financial services firm in Atlanta, GA is seeking a Senior Tax Manager specialized in high-net-worth tax matters. The successful candidate will oversee complex... ...and review fiduciary tax returns, and develop strong client relationships. Ideal applicants will have a minimum...SeniorTaxHigh net worthWork at office
- A leading financial advisory firm in Atlanta is seeking a Senior Wealth Planner to provide tailored financial advice to high-net-worth clients. Responsibilities include creating comprehensive financial plans and maintaining client relationships. Ideal candidates will possess...SeniorHigh net worth
- ...Tax Senior Associate Bennett Thrasher "BT", a nationally recognized public... ...closely with teammates to deliver high-quality service and value to clients. Tax is a core service line at... ...held middle-market companies, high-net-worth individuals, and organizations with...SeniorTaxHigh net worthLocal area
Bennett Thrasher
Atlanta, GA3 days ago - Pathstone, located in Atlanta, is seeking a Senior Associate to implement financial operations in a client-facing role within Personal CFO Services. This position supports high-net-worth families while ensuring coordination across their financial ecosystem. The ideal candidate...SeniorHigh net worth
- Marsh McLennan Agency is seeking a Senior Client Advisor in Atlanta, Georgia, to provide exceptional service to High-Net-Worth clients. In this role, you will analyze client risks, present tailored solutions, and ensure high client retention. The ideal candidate has over...SeniorHigh net worth
- A financial services firm is looking for a highly skilled Lead Accountant to manage accounting and tax compliance for high-net-worth clients. Responsibilities include preparing and filing tax returns, maintaining financial records, and supporting wealth transfer strategies...SeniorTaxHigh net worthWork at office
- ...Tax Senior Associate - Asset Management & Fund Services Bennett Thrasher, currently ranked... ...consulting services to businesses and high net worth individuals. Consistently named one of... ...Associate will work closely with fund clients, providing high-value tax compliance...SeniorTaxHigh net worthLocal area
Bennett Thrasher
Atlanta, GA2 days ago $90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager to join their Private Client Services team. This role involves reviewing complex individual tax returns and advising high-net-worth clients. Successful candidates will have a valid CPA license or state bar membership...TaxHigh net worthRemote jobHourly paySeasonal work- ...Wealth Strategist to develop personalized financial plans for high-net-worth clients. Responsibilities include conducting financial assessments,... ...plans, and collaborating with professionals in legal and tax fields. The role requires 5+ years of financial planning experience...SeniorTaxHigh net worthFull time
- Senior Tax Manager - High Net Worth - Atlanta, GA Who: A highly experienced tax professional with specialized fiduciary, trust, and estate expertise... ...high-net-worth tax planning while delivering exceptional client service. When: Full-time senior leadership opportunity...SeniorTaxHigh net worthFull timeWork at officeImmediate start
$95k - $110k
Senior Tax Accountant / Tax Supervisor - Atlanta, GA Who A highly skilled tax professional with 4-8 years of public accounting experience... ...available. Why Growing client demand and succession planning... ...to business owners and high‑net‑worth individuals. This is a career‑path...SeniorTaxHigh net worthWork at officeImmediate start$100k - $150k
...best work EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who... ...environment, while providing clients with exceptional services. This individual... ...-market companies, as well as high net worth individuals, family offices, not-for...SeniorTaxHigh net worthWork at officeLocal areaEisnerAmper
Atlanta, GA1 hour ago$125k - $175k
...Tax Manager / Senior Tax Manager – Boutique CPA Firm To Apply Now - email your resume... ...What: This position will manage a high-value book of tax clients, mentor staff, and transition into... ...client base of family offices and high-net-worth individuals. ● Key...SeniorTaxHigh net worthTemporary workSummer workWork at officeLocal areaImmediate startRemote workFlexible hours3 days per weekNorthPoint Search Group Inc
Atlanta, GA2 days ago- ...Wealth Management Portfolio Manager to construct and manage investment portfolios for high-net-worth individuals. The role includes designing investment strategies, communicating with clients to understand their financial goals, and executing trades. Candidates should have...SeniorHigh net worthFull time
- Tax Senior - High Net Worth - Remote Who: An experienced tax professional with 5+ years of ultra‑high‑net‑worth public accounting experience and... ...‑net‑worth referrals while providing technical expertise, client coordination, and strategic oversight within a centralized...SeniorTaxHigh net worthFull timeWork at officeImmediate startRemote work
- ...Experienced Tax Associate/Tax Senior A tax professional with 13 years of public accounting experience... ...junior staff while managing multiple client engagements. Full-time position... ...sophisticated client base including high-net-worth individuals and businesses across multiple...SeniorTaxHigh net worthFull timeWork at officeImmediate startFlexible hours
Staff Financial Group
Atlanta, GA3 days ago $140k - $270k
...Description EisnerAmper is seeking a Senior Manager to join our National Tax Office. We are seeking someone who... ...environment, while providing clients with exceptional services. This... ...middle-market companies, as well as high net worth individuals, family offices, not-...SeniorTaxHigh net worthWork at officeLocal areaRemote workEisnerAmper
Atlanta, GA1 hour ago- ...to work with complex and challenging clients? At HLB Gross Collins we offer... ...seeking a dynamic and driven Experienced Tax Associate or Tax Senior Associate with 1-3 years of... ...sophisticated client base consisting of high-net-worth individuals and companies in a...SeniorTaxHigh net worthWork at officeFlexible hours
HLB Gross Collins, P.C.
Atlanta, GA1 day ago - A prominent financial services firm in Atlanta is seeking a Tax Manager to lead compliance and consulting engagements for high net worth clients. Responsibilities include managing client relationships, providing technical tax guidance, and mentoring junior staff. A CPA...TaxHigh net worth
$70k - $100k
...Senior Tax Associate The Atlanta office is looking for a Tax Senior to serve and anticipate all of our clients' tax and family office service needs in a timely and accurate manner.... ...management firm that serves ultra-high net worth families, single family offices, and...SeniorTaxHigh net worthWork experience placementInternshipWork at officeFlexible hoursPathstone
Atlanta, GA4 days ago- A prominent wealth management firm in Atlanta is looking for a Wealth Advisor to manage high-net-worth client relationships. The ideal candidate will provide comprehensive financial planning and develop new business opportunities while maintaining exceptional client service...SeniorHigh net worthFlexible hours
- Cooper Lighting Solutions is looking for a Wealth Advisor in Atlanta, GA who excels in building relationships with high net worth clients. You'll manage complex credit needs and provide a full suite of financial solutions. This role demands extensive experience in client...SeniorHigh net worth
- ...Job Description Our client has an immediate need for an experienced Tax Manager at their Atlanta location. Job details as follows: The Tax Manager... ...within budgetary and time constraints while providing a high-level of client service Reviews complex federal and...TaxHigh net worthLocal areaImmediate start
Staff Financial Group
Atlanta, GA24 minutes ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Senior - High Net Worth Clients. Be the first to apply!
