Tax Senior - High Net Worth Clients
Staff Financial Group
Experience Tax Senior
We are working with a top Wealth Management firm located in Atlanta. They have a need for an experience Tax Senior. Here are the position details:
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
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.
Staff Financial GroupVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax Senior - High Net Worth Clients in Atlanta, GA vacancy
- ...Senior Client Service Associate This Senior Client Service Associate... ...primarily assist Wealth Advisor(s). High integrity, attention to... ...Track, monitor and distribute tax documents and other requests... ...Experience working with Ultra High Net Worth Families ~ General...SeniorTaxHigh net worthWork at office
- ...Private Client Services Tax Experienced Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives...SeniorTaxHigh net worthPrivate practiceWork at office
$162k - $190k
...Private Client Services Tax Senior Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes...SeniorTaxHigh net worthPrivate practiceWork at office- ...could be an opportunity worth looking into as our team... ...firm performs a variety of client services including wealth... ...business advisory services, tax management, and building partnerships with high level leaders in the... ...range of businesses, high net worth individuals, C-Corps...SeniorTaxHigh net worthLocal area
Caliber Recruiting Group
Atlanta, GA2 days ago $110k - $140k
...the Atlanta GA area to hire a senior tax associate / tax senior with... ...also ideal Experience in a high volume environment with tax work... ..., partnerships, high net worth individuals, and other entities... ...through entities) Work with clients directly in a client facing role...SeniorTaxHigh net worthFull timeCaliber Recruiting Group
Atlanta, GA3 days ago- ...the Best, is seeking experienced Tax Senior Associates to join our growing Tax... ...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, GA21 hours ago - ...Senior Tax Manager We are working with a top local CPA firm in the... ...Interact closely with clients to provide tax planning, consulting... ...constraints while providing a high-level of client service Review... ...professional services, high net worth individuals; some...SeniorTaxHigh net worthLocal area
Staff Financial Group
Atlanta, GA2 days ago - ...International Tax Senior Associate Our client, a top national international tax professional, is seeking an International Tax Senior Associate... ...You Will Do: Provide tax compliance services for high-net-worth individuals and U.S. owned foreign entities Assist...SeniorTaxHigh net worthWork at officeLocal areaFlexible hours
Staff Financial Group
Atlanta, GA2 days ago - ...Senior Tax Manager - High Net Worth - Atlanta, Ga Who: A highly experienced tax professional with specialized fiduciary, trust, and estate expertise... ...-net-worth tax planning while delivering exceptional client service. When: Full-time senior leadership opportunity...SeniorTaxHigh net worthFull timeWork at officeImmediate start
- ...Senior Tax Associate - High Net Worth An experienced tax professional with at least three years of public accounting experience and eligibility to... ...professional services firm supporting high-net-worth and fiduciary clients. To strengthen the high-net-worth tax team by delivering...SeniorTaxHigh net worthFull timeImmediate start
- ...Senior Tax Manager Our client has a need for a Senior Tax Manager that wants a path to partner at their Atlanta office. The firm has a solid... ...Manufacturing/Distribution, Technology, Professional Services, High Net Worth Individuals Proficient in preparation and review of...SeniorTaxHigh net worthWork at office
$165k - $220k
...Tax Senior Manager Strategic Tax Advisory | Client Leadership | Team Development | National Consulting Platform Compensation... ...firms while helping lead a high-performing tax practice within... ...Closely Held Businesses High-Net-Worth Owners and Investors Nonprofit...SeniorTaxHigh net worthWork at officeFlexible hoursWertz & Associates
Atlanta, GA1 day ago- ...Tax Senior - High Net Worth - Remote 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
$85k - $110k
...Tax Senior Associate - (Business Management) USA: Atlanta, GA | Los... ...CA (Hybrid) MGO is seeking a highly motivated Tax Senior Associate... ...technical tax expertise with direct client interaction and serving as a trusted advisor to high-net-worth individuals, executives,...SeniorTaxHigh net worthFor contractorsWork at office- ...Client Accounting Services Senior Manager A seasoned accounting leader with an active CPA and at least six... ...to ensure timely, accurate, and high-quality service aligned with client needs... ...overseeing preparation of personal property tax, payroll, and sales tax filings,...SeniorTaxWork at officeImmediate start
NorthPoint Search Group Inc
Atlanta, GA4 days ago - ...Senior Portfolio Accountant At EisnerAmper, we look for individuals... ...environment and providing clients with exceptional services.... ...from general accounting and tax planning to outsourced services... ...market companies, as well as high net worth individuals, family offices,...SeniorTaxHigh net worthLocal area
EisnerAmper
Atlanta, GA21 hours ago $70k - $90k
...management firm serving ultra-high net worth families, single family... ...by a clear purpose: to help clients pursue their Preferred Life —... ...coordination across key areas such as tax strategy, risk management... ...Description : We are looking for a Tax Senior to serve and anticipate all...SeniorTaxHigh net worthInternshipWork at officeFlexible hoursPathstone
Atlanta, GA21 hours ago- ...Client Accounting Services (CAS) Senior Manager To Apply Now - email your resume to [email protected] Who... ...practice to ensure timely, accurate, and high-quality service aligned with client... ...preparation of personal property tax, payroll, and sales tax filings. -...SeniorTaxWork at officeImmediate start
NorthPoint Search Group Inc
Atlanta, GA3 days ago $70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior... ...planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra-high net worth ("... ...external Wealth Strategists for tax and estate planning, business...SeniorTaxHigh net worthTemporary workFlexible hours- ...Senior Private Client Relationship Manager Atlanta, GA FinTrust Connect has partnered with a well-capitalized regional banking institution... ...new relationships and delivering holistic solutions to high-net-worth individuals, families, business owners, and organizations....SeniorHigh net worthTemporary 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
- ...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a... ...: ~3 plus years' personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty (P&C) License ~ Client service...SeniorHigh net worthLocal areaNight shift
$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 hours$66k - $123.1k
...Yacht Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top... ...on the Yacht team, you will support a high-volume book of business for our Private... ...skills: Insurance experience with High Net Worth clientele Property and Casualty (P&...SeniorHigh net worthRemote jobMinimum wageLocal areaNight shift- ...Job Title Be the First to Apply Essential Functions and Primary Duties Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required Demonstrate...SeniorTax
$130k - $180k
...Senior Tax Manager (Remote) / $$$ / Rapidly growing accounting firm / CPA highly preferred This Jobot Job is hosted by: Joseph Sipocz... ...returns, 1120S, S Corp, high net worth, corporations, tax returns,... ...High net worth focus - average client is over $10 million in net...SeniorTaxHigh net worthWork at officeLocal areaRemote workJobot
Decatur, GA21 hours ago- ...Client Experience Advisor (CEA) Atlanta, Georgia, United States Join Frazier & Deeter... ...and relationship manager for ultra-high-net-worth individuals, families, and family offices... ...and families navigate complex financial, tax, and advisory matters through a personalized...TaxHigh net worthWork at office
- ...Senior Tax Accountant, CPA - Remote Based in Sandy Springs, GA, we are a niche CPA firm providing tax, accounting and... ...planning advisory services to our closely held business, high-net worth, high-income clients. Our firm is seeking a Tax Senior to join our team....SeniorTaxHigh net worthRemote work
HDWK, LLC
Sandy Springs, GA3 days ago - ...Associate Director, Private Wealth Client Services Atlanta Office - Atlanta, GA 303... ...administrative and private banking needs for high net worth and ultra-high net worth clientele. The... ...CPA's and attorneys (FO) Manage tax document facilitation with client CPA's...TaxHigh net worthFull timeTemporary workWork at officeLocal area
- ...The Associate Client Advisor role is an exciting opportunity to... ...that service Bessemer's ultra-high net worth clients. This individual will... ...directed by Client Advisors and Senior Client Advisors using... ...and gather legal documents and tax cost information. Prepare Officers...TaxHigh net worthTemporary workWork at officeRemote work
Bessemer Trust
Atlanta, GA3 days 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!
