Senior Tax Accountant - HNW
On-site · Atlanta, Georgia, United States
Job Summary
Senior Tax Accountant at a Wealth Management firm in Atlanta focusing on tax returns for high net worth individuals; responsibilities include preparation and review of returns for Individuals, Partnerships, Corporations, Estates, Trusts, and Gifts; requires client-facing experience, CPA on track or with CPA, familiarity with CCH software, and strong MS Office/Excel skills; background in Public Accounting (Regional/Big 4) preferred; opportunity emphasizes work-life balance and competitive compensation.
Required Qualifications
- Bachelor's Degree in Accounting or Business
- CPA or on track with parts of CPA exam passed
- MTAX or MACC is a plus
- Experience with High Net Worth Individuals is desired
- Preparation and Review of Tax Returns
- Return experience includes: Individual, Partnership, Corp, Estate, Trust & Gift
- Must have experience in a client facing role
- Experience with CCH software is a plus
- Proficient with MS Office/Excel
- Public Accounting experience with Regional or Big 4 firm is desired
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