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
- ...empowers your growth. At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families to enjoy a... ...point of contact for ingesting client requests Coordinate between client, advisor... ...Retrieve and distribute client statements, tax documents, or other reports Generate...SeniorTaxHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
- Senior Associate, Client Relationship Management & Accounting Atlanta, GA Company Description: Pathstone... ...wealth management firm serving ultra-high net worth families, single family offices,... ...across key areas such as tax strategy, risk management guidance, wealth...SeniorTaxHigh net worthWork at officeFlexible hours
$127.9k - $291.9k
...side by side with a range of clients from our most venerable institutions... ...providing dedicated tax technical services to both US... ...tailored to the unique needs of the high-net worth tax industry. The team has a... ...Your key responsibilities A Senior Services Manager in FSO EDGE...SeniorTaxHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...Personal CFO Services. This role involves providing comprehensive financial administration for high-net-worth clients. Key responsibilities include preparing financial statements, tax and accounting services, as well as mentoring associates. The ideal candidate has a...SeniorTaxHigh net worth
- 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 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 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 job
- 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
- ...goals. EisnerAmper is seeking a Tax Senior Associate to join the Affordable Housing... ...a commitment to delivering exceptional client services. What it Means to Work... ...middle-market companies, as well as high net worth individuals, family offices, not-for-profit...SeniorTaxHigh net worthLocal area
- Staff Financial Group is seeking a Tax Senior for their Atlanta office to manage and anticipate client tax needs accurately. The ideal candidate should have public... ...tax experience, particularly serving high-net-worth families, and work effectively with internal support...SeniorTaxHigh net worthWork at officeFlexible hours
- 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
- ...open at the experienced Staff, Senior and Manager level with select... ...to improve on the type of clients or industries you serve, compensation... .... Experienced Staff Tax candidates will have a... ...partnership, s-corp or individual / high net worth), CPA track - Call to discuss...SeniorTaxHigh net worthWork at officeLocal areaRelocation
- ...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
- Summary: Our award-winning client is conducting a search for an International Tax Senior to join their team. Our client is a recognized leader in providing... ...compliance including partnerships, corporations, and high-net worth individuals for clients in several different...SeniorTaxHigh net worthLocal area
- 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
- ...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
- Tax Senior Manager - High Net Worth - Remote Who: A highly experienced tax professional with at least eight years of fiduciary and high-net-worth tax... ...filings, manages fiduciary accountings, and helps guide clients through a concierge‑style tax experience. When: Full‑...SeniorTaxHigh net worthFull timeWork at officeImmediate startRemote work
- jobr.pro seeks a Tax Manager to join the Tax Team in Atlanta, GA. This position involves managing client relationships and overseeing the preparation and delivery of income tax returns and projections for high-net-worth individuals and businesses. The ideal candidate will...TaxHigh net worth
- ...Job Description Senior Tax Associate Location: Hybrid Schedule Type: Direct... ...and financial planning services to ultra-high-net-worth families, family offices, and mission-... ...commitment to delivering a truly holistic client experience. With continued expansion...SeniorTaxHigh net worthWork at office
$100k - $125k
...off Training & development Senior Tax Manager Boutique Tax & Advisory Firm (High-Touch, Growth-Focused)... ...lead our tax review, planning, and client advisory functions within a high... ...planning for business owners and high-net-worth clients • Identify and implement...SeniorTaxHigh net worth$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- 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
- ...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
- 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 - Atlanta, GA Who: A tax professional with 1–3 years of public... ...junior staff while managing multiple client engagements. When: Full-time position... ...sophisticated client base including high-net‑worth individuals and businesses across multiple...SeniorTaxHigh net worthFull timeWork at officeImmediate startFlexible hours
- ...equity portfolio management and fundamental research analysis. The role involves managing investment portfolios for ultra-high-net-worth clients and institutions, crafting investment packages, and fostering strong client relationships. Candidates should have at least...SeniorHigh net worth
- ...Tax Senior Location: Atlanta or Kennesaw, GA Work Environment: In-office Position... ...with strong technical expertise, a client-focused mindset, and the ability to collaborate... ...engagements for businesses and high-net-worth individuals Review engagement work to...SeniorTaxHigh net worthWork at officeLocal areaFlexible hours
$70.49k - $119.89k
001 The Northern Trust Company is seeking a Senior Investment Associate to support Portfolio Managers in delivering exceptional service to high-net-worth clients. Responsibilities include managing client accounts, conducting investment research, and preparing presentation...SeniorHigh net worth- ...Job Description Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job... ...firm serves a diverse portfolio of clients across industries and is looking for... ...corporations, partnerships, and high-net-worth individuals Provide strategic tax...SeniorTaxHigh net worthFull timeRemote workFlexible hours
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