Tax Associate

Immediate need for experienced Tax Associate to join leading Wealth Management Services company with office in Midtown Atlanta. Amazing opportunity to work with talented Tax CPA professionals.

• Complete work papers, tax projections, and tax returns for businesses, trusts, individuals, and private foundations.
• Conduct tax research to provide insight to specific client situations.
• Prepare deliverables for quarterly client meetings for Tax, Philanthropy, Insurance, and Accounting service areas.
• Participate and occasionally lead weekly scheduling meetings.
• Present periodically on a tax technical topic from a selection of current topics.
• Manage multiple assignments and communicate project statuses with team.
• Other family office duties as assigned or needed.

• Education – Bachelor's degree in Accounting or other related fields.
• Work Experience – 1 year public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable.
  Internship experience will be considered
  .

We look for leaders with diverse backgrounds and perspectives, who will thrive within our culture of innovation and contribute to our long-term success in providing clients with exceptional service.

Our talented people are our greatest asset, therefore we offer a competitive, comprehensive and flexible benefits program that helps meet the changing needs of our employees and their families. Benefits include comprehensive medical, vision and dental coverage, flexible spending, unlimited PTO, life insurance, education support, 401k plan, parental leave, and more.
Hybrid Remote Work Environment

• Caring – displaying kindness and concern for others
• Openness – acceptance of or receptiveness to change or new ideas
• Passion – intense enthusiasm & drive
• Excellence – the quality of one's work
• Humility – a modest view of one's own importance
• Teamwork – the combined action of a group of people, especially when effective and efficient
• Proactivity – to initiate change rather than reacting to a situation or event
• Innovation – to introduce something new or different
• Experience – having become skillful or knowledgeable from extensive participation or observation