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NorthPoint Search Group1 month ago

Senior Tax Accountant - HNW

On-site · Atlanta, Georgia, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Small

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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NorthPoint Search Group

Senior Tax Accountant - HNW

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