Tax Associate

Location: Buckhead, Atlanta, GA (Hybrid: 2 days onsite / 3 days remote)

IMPORTANT REQUIREMENTS – PLEASE READ

• Local Atlanta-area candidates only (no relocation)
• Must have fully completed college (no current students; must be graduated and done with school)
• Big 4 or Top 25 public accounting firm experience required
• No visa sponsorship available now or in the future

The Intersect Group is supporting a highly respected wealth management firm that provides comprehensive financial and advisory services to sophisticated clients nationwide. The organization is known for steady growth, strong leadership, and a collaborative culture centered on excellence, innovation, and service. This is an exceptional environment for professionals seeking meaningful work, long-term career growth, and strong work–life balance.

The Tax Associate will support the delivery of high-quality tax and family office services to a diverse client base, including high-net-worth individuals, partnerships, trusts, and private foundations. This role offers broad exposure across tax compliance, research, and client service, with opportunities to collaborate closely with senior professionals across tax, insurance, philanthropy, and accounting functions.

This position is well suited for candidates who enjoy variety, value technical growth, and want to build a strong foundation in private client and family office tax.

• Prepare tax work papers, projections, and federal/state returns for individuals, partnerships, trusts, and private foundations
• Perform tax research and support complex client situations with well-reasoned analysis
• Prepare materials and deliverables for quarterly client meetings
• Participate in weekly scheduling and workload planning discussions
• Present on assigned tax technical topics during team meetings
• Manage multiple assignments while meeting deadlines and quality standards
• Assist with additional family office and client service responsibilities as needed

• Bachelor’s degree in Accounting or a related field (degree completed; no current students)
• Big 4 or Top 10 public accounting firm experience required
• 0–3 years of public accounting experience (recent graduates welcome if firm requirement is met)
• Strong technical foundation in individual, trust, partnership, and foundation taxation
• Ability to manage multiple priorities in a deadline-driven environment
• Strong communication skills and attention to detail
• CPA eligibility preferred (150 hours helpful but not required)

• Hybrid schedule with strong work–life balance
• Exposure to high-level private client and family office work
• Long-term career development and mentorship
• Competitive benefits, flexible PTO, and firmwide involvement opportunities
• Supportive leadership with a strong focus on growth and learning.

If you’re a motivated tax professional who meets the requirements above and is seeking a collaborative environment with long-term upside, we’d love to connect. Please submit your resume to be considered.