Remote Senior Tax Preparer

Senior Tax Accountant ( Hybrid )
$90000 - $110000 per year | Atlanta, GA | Hybrid | Permanent

Our client is an established and growing financial services firm that provides a comprehensive combination of tax, accounting, wealth management, and financial advisory services. Their integrated approach brings financial professionals and CPAs together under one platform, allowing clients to receive coordinated guidance across multiple areas of their financial lives.

Serving individuals, families, and businesses, the organization focuses on building long‑term client relationships and delivering personalized solutions based on each client’s unique financial goals. A Qualified Small Employer HRA (QSEHRA) that reimburses employees tax‑free for medical, vision, and dental insurance premiums.

Hybrid (2 days in office /3 days remote)

Unlimited PTO plus paid Holidays

Half day Fridays in the summer

Half day Fridays during summer

Join our dynamic team as a Permanent Senior Tax Accountant in the Accounting and Finance industry. This challenging and rewarding role is perfect for an experienced tax professional seeking to leverage their skills and experience in a fast‑paced, high‑impact environment. The ideal candidate will have a comprehensive understanding of tax preparation, federal and state tax, corporate tax returns, S Corp, 1040, Trust & Estate Tax, and individual tax or individual income tax. Experience with High Net Worth (HNW) or Ultra High Net Worth (UHNW) clients is a must.

Preparing and reviewing complex tax returns (individual, corporate, and trust) for our diverse clientele, with a particular focus on High Net Worth and Ultra High Net Worth individuals.

Analyzing tax issues and coming up with innovative solutions to tax‑related problems.

Assisting in federal and state audits by preparing responses and defending the position of the company.

Keeping up‑to‑date with the latest tax laws and regulations to ensure compliance and provide accurate advice to clients.

Proactively identifying opportunities for tax savings and other potential benefits for clients.

Assisting in the development of tax strategies and planning initiatives to minimize tax liabilities and optimize financial outcomes for clients.

Collaborating with other team members to ensure the delivery of high‑quality tax services.

A Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA certification is preferred or EA.

A minimum of 5 years of experience in a tax accounting role, with a focus on tax preparation, federal and state tax, corporate tax returns, S Corp, and Trust & Estate Tax.

Extensive experience working with High Net Worth and Ultra High Net Worth individuals.

Proficiency in tax software and Microsoft Office Suite, particularly Excel.

Excellent analytical skills, with the ability to interpret complex financial information and offer practical, client‑focused solutions.

Strong written and verbal communication skills, with the ability to explain complex tax concepts in a clear and concise manner.

A proactive approach, with the ability to identify potential tax issues and opportunities for clients.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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