Tax Senior - CPA

Tax Senior

Our Atlanta office is looking for a Tax Senior to serve and anticipate all of our clients' tax and service needs in a timely and accurate manner. The ideal candidate will have experience with high-net-worth clients. Position details as follows:

Responsibilities:

• Drive the tax return preparation process and estimates to produce timely, compliant tax returns.
• Leverage staff and intern support through effective communication regarding workflow.
• Assist managers with initial detail review of individual, trust, partnership, and multistate tax returns, quarterly reports, and other projects.
• Proactively manage and organize the clients' relevant financial information, resulting in a complete and accurate database.
• Input all the tax information to prepare complex tax returns.
• Use available information to prepare and review quarterly projections and tax estimates for the clients enabling effective tax and financial planning.
• Using all available resources, assist with the preparation of deliverables for client quarterly meetings.
• Research, recommend and follow up on various tax and financial planning and other ad hoc requests.
• Other duties as assigned or needed.

Requirements:

• Education - Bachelor's in accounting or other related fields
• Work Experience - 3 to 5 years public accounting tax experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable
• Licensing and/or Certification - CPA preferred

We offer a competitive, comprehensive, and flexible benefits program that helps meet the challenging needs of our team members and their families. Our generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.