Job Description

The Atlanta office is looking for a Tax Associate and a Senior Tax Associate to serve and anticipate all of our clients’ tax and family office service needs in a timely and accurate manner.

RESPONSIBILITIES:

REQUIREMENTS :

• Licensing and/or Certification - CPA preferred
• Research, recommend and follow up on various tax and financial planning and other ad hoc requests.
• Using all available resources, assist with the preparation of the family office deliverables for client quarterly meetings.
• Use available information to prepare and review quarterly projections and tax estimate s for the clients enabling effective tax and financial planning.
• Input all the tax information to prepare complex tax returns.
• Proactively manage and organize the clients' relevant financial information, resulting in a complete and accurate family database.
• Assist managers with initial detail review of individual, trust, partnership, and multistate tax returns, quarterly reports, and other family office projects.
• Leverage staff and intern support through effective communication regarding workflow.
• Drive the tax return preparation process and estimates to produce timely, compliant tax returns.
• Work Experience - 3 to 5 years public accounting tax experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable
• Education - Bachelor’s in accounting or other related fields

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