Tax Associate (High-net-worth) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Bennett Thrasher · 3 days ago

Tax Associate (High-net-worth)

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for its expertise in serving ultra-high-net-worth individuals and families. The Tax Associate will work as part of a team to provide specialized tax solutions, assisting with all stages of the preparation process for tax compliance engagements.

ConsultingInformation Technology
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Participate in the preparation of individual tax returns for high-net-worth clientele and utilize feedback to ensure accuracy and efficiency
Prepare income tax projections and estimate calculations for clients
Conduct research, analysis, development and summarization of financial information
Analyze accounting records, financial statements or other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards
Maintain and organize client files in accordance with firm standards
Develop effective working relationships with clients and firm associates
Engages in professional communication with clients under supervision of Managers and Seniors
Communicate with the IRS and other state authorities in a professional manner when applicable
Supports Interns in professional development
Maintain open communication with management regarding the progress of completion on projects
Use critical thinking to investigate client financials and fix any discrepancies
Participate actively in training and developmental opportunities

Qualification

Tax preparationCPA certificationAccounting degreeTime managementClient service excellence

Required

Bachelor's in accounting
One busy season of tax experience
Actively studying and preparing for the CPA certification if not already obtained
Strong commitment to professional and client service excellence
Proven time management, organizational and prioritization skills

Preferred

Master's preferred (150 hour requirement threshold should be satisfied or a specific plan in place)
Preferably with exposure to high-net-worth individual returns

Company

Bennett Thrasher

twittertwittertwitter
company-logo
Bennett Thrasher is the eighth largest Atlanta-based full-service certified public accounting and consulting firm.

H1B Sponsorship

Bennett Thrasher has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2022 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Ken Thrasher
Co-Founder
linkedin
leader-logo
Richard A. Bennett
Co-Founder
linkedin
Company data provided by crunchbase