Tax Associate CPA - Private Wealth Advisory Firm

Job Description

Tax Associate CPA - Private Wealth Advisory Firm

Who: A private wealth advisory firm is seeking a seasoned CPA with a strong client service mindset.
What: You'll join full-time as a Tax Associate CPA serving high net worth individuals, ideally with an existing book of business and a commitment to exceptional client care.
When: This opportunity is open immediately for the right candidate.
Where: Flexible office locations in Buckhead, Sandy Springs, or Alpharetta, with on-site presence preferred.
Why: The firm is expanding its tax services to support rapid advisor growth and is open to acquiring a book of business.
Office Environment: Collaborative, growth-minded culture with a customer-first attitude.
Salary: Competitive base plus performance incentives, MDV, 401(k) with match, STD/LTD, and group life insurance.

Position Overview:
The firm seeks a full-time Tax Associate CPA to lead tax planning and preparation services for high net worth individuals in coordination with financial advisors.

Key Responsibilities:

• Prepare and review complex individual tax and small business returns

• Collaborate closely with advisors to deliver integrated financial strategies

• Provide high-touch tax consulting with an emphasis on service and responsiveness

• Opportunity to transition or sell a personal book of business

• Maintain compliance with applicable tax regulations

Qualifications:

• Active CPA license

• Extensive experience in high net worth individual and small business tax preparation

• Existing book of business is a plus

• Strong communication, client service, and organizational skills

If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
Feel free to share this opportunity with anyone in your network who might be a good fit!