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- Bachelors in accounting or other related fieldsWork 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 desirableLicensing and/or Certification
- CPA preferredWe offer a competitive, comprehensive, and flexible benefits program that helps meet the challenging needs of our team members and their families.
Tax Senior - Atlanta, United States - Staff Financial Group
Description
Job description:
Our Atlanta office is looking for a Tax Senior to serve and anticipate all of our clients tax and service needs in a timely and accurate manner.
The ideal candidate will have experience with high-net-worth clients.Position details as follows:
RESPONSIBILITIES:
Drive the tax return preparation process and estimates to produce timely, compliant tax returns.
Leverage staff and intern support through effective communication regarding workflow.
Assist managers with initial detail review of individual, trust, partnership, and multistate tax returns, quarterly reports, and other projects.
Proactively manage and organize the clients' relevant financial information, resulting in a complete and accurate database.
Input all the tax information to prepare complex tax returns.
Use available information to prepare and review quarterly projections and tax estimates for the clients enabling effective tax and financial planning.
Using all available resources, assist with the preparation of deliverables for client quarterly meetings.Research, recommend and follow up on various tax and financial planning and other ad hoc requests.
Other duties as assigned or needed.
REQUIREMENTS:
Education
If you are interested in this opportunity please send a copy of your email to .comClick here to apply online#J-18808-Ljbffr