Tax Associate; x3

Position: Tax Associate (x3)
Job Description

Tax Associate
Locations:
Atlanta, GA (Buckhead office preferred); hybrid arrangements available in other major office markets (e.g., NYC, Bellevue)
Work Model:
Hybrid - 2 days onsite / 3 days remote
Compensation: $70,000 - $80,000 base + 0-15% bonus
Company Overview
We are partnering with a nationally recognized, partner-owned wealth management firm serving ultra-high-net-worth families, family offices, foundations, and endowments. The firm offers a comprehensive suite of services-including investment management, tax strategy, wealth and estate planning, lifestyle advisory, trust administration, and philanthropy support.
With more than $100 billion in assets under advisement and administration and over 20 office locations nationwide, the organization is experiencing significant growth. Team members enjoy a collaborative culture, deep technical exposure, and abundant opportunities for professional development within a fast-expanding and purpose-driven environment.
Role Summary
The Tax Associate will support a broad range of tax preparation, planning, and family office services for sophisticated clients. This role is ideal for professionals with public accounting experience who enjoy technical tax work, client service, and exposure to complex wealth-management structures.
You will collaborate with Directors and Associate Directors to prepare work papers, returns, projections, and meeting deliverables while managing multiple engagements and participating in tax research and technical development. This is a strong opportunity for someone seeking long-term growth in a dynamic environment.

Key Responsibilities

• Prepare tax work papers, quarterly tax projections, and federal/state returns for individuals, trusts, partnerships, and private foundations.
• Conduct tax research and present insights relevant to client needs and emerging technical issues.
• Prepare materials for quarterly client meetings across tax, philanthropy, insurance, and accounting service areas.
• Participate in weekly scheduling and workflow meetings.
• Present periodically on selected technical topics as part of team knowledge sharing.
• Communicate progress on engagements and coordinate responsibilities with team members.
• Support various family office and client service tasks as assigned.

Key Requirements

• Bachelor's degree in Accounting or related field (required).
• 150 credit hours preferred (CPA-eligibility).
• Graduate degree in Accounting or Tax preferred.
• 2+ years of public accounting experience, ideally serving high-net-worth individuals or family office clients.
• Strong understanding of tax compliance and planning principles.
• Ability to manage multiple assignments and deliver high-quality work under deadlines.
• Strong analytical, written, and verbal communication skills.
• High attention to detail, professionalism, and ownership of responsibilities.
• Proficiency in Microsoft Office Suite.

Preferred Skills

• Previous experience in family office services.
• Background in public accounting (Big 4, regional, or strong boutique firm).
• CPA certification or progress toward CPA exam.

Why This Opportunity

• Join a rapidly growing, partner-owned organization with strong pathways for advancement.
• Work with some of the most sophisticated tax structures in the UHNW space.
• Flexible PTO, comprehensive medical/vision/dental, flexible spending, education support, 401(k) match, and additional first-day benefits.
• Access to Linked In Learning and internal committees for professional enrichment.
• Support for CPA/CFA exam preparation, including training materials and a $5,000 bonus upon passing.
• Collaborative, growth-focused culture with a commitment to technical excellence and client service.

Call to Action
If you're a tax professional seeking to deepen your technical expertise and work with complex, high-net-worth client structures, we'd love to speak with you. Apply through The Intersect Group by submitting your resume and best contact information.