Tax Specialist

3 weeks ago


Atlanta, Georgia, United States Searchlogic Recruiting, LLC Full time
Position Overview

We are currently seeking a skilled Tax Associate to support a prominent Wealth Management Services firm. This role presents an excellent opportunity to collaborate with experienced Tax CPA professionals.

Key Responsibilities:

  • Prepare comprehensive work papers, tax projections, and tax filings for various entities including businesses, trusts, individuals, and private foundations.
  • Conduct in-depth tax research to deliver insights tailored to specific client scenarios.
  • Develop materials for quarterly client discussions across Tax, Philanthropy, Insurance, and Accounting sectors.
  • Engage in and occasionally lead weekly planning meetings.
  • Present on relevant tax topics during team sessions.
  • Oversee multiple projects and effectively communicate progress to the team.
  • Perform additional family office tasks as required.

Qualifications:

  • Education: Bachelor’s degree in Accounting or a related discipline.
  • Experience: At least 1 year of public accounting experience with a Certified Public Accounting firm, particularly in serving high net worth individuals or Family Office Services. Internship experience is also valued.

Our Team: We value diverse backgrounds and perspectives, fostering a culture of innovation that contributes to our long-term success in delivering exceptional client service.

Benefits: Our employees are our most valuable asset, and we provide a competitive and flexible benefits package designed to meet the evolving needs of our team and their families. Benefits include comprehensive medical, vision, and dental coverage, flexible spending accounts, unlimited PTO, life insurance, educational support, a 401k plan, parental leave, and more. Hybrid Remote Work Environment

Our Culture:

  • Caring: Demonstrating kindness and concern for others.
  • Openness: Welcoming change and new ideas.
  • Passion: Exhibiting intense enthusiasm and drive.
  • Excellence: Committing to high-quality work.
  • Humility: Maintaining a modest view of one’s own importance.
  • Teamwork: Collaborating effectively as a group.
  • Proactivity: Taking initiative to drive change.
  • Innovation: Introducing new and different concepts.
  • Experience: Gaining skills and knowledge through extensive involvement.


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