BIP Wealth · 1 week ago
Tax Advisor
Atlanta Metro
Full-time
Hybrid
Entry, Mid Level
2+ years expBIP Wealth is a fast-growing, innovative wealth management firm focused on improving the financial lives of High-Net-Worth families. As an Associate Tax Advisor, you will be responsible for tax preparation, analysis, and collaborating with various professionals to provide comprehensive financial support.
Financial ServicesRetirementWealth Management
Hiring Manager
Heather Callahan
Responsibilities
Prepare and file tax returns for select clients in BIP’s Family Office and Baseball Division and assist with quarterly estimated payments
Assist Tax Advisor in review of tax returns, including individual, trust, and corporate returns. Identify tax planning opportunities and advise on tax-efficient strategies
Run projections to evaluate High-Net-Worth families’ current tax situation and project future taxes. Prepare reports and presentations for meetings, investment reviews, and other decision-making purposes. Provide insights and recommendations to help optimize families’ tax position
Collaborate with BIP Wealth’s Estate Planning Advisor, estate planning attorneys, and trust administrators to support estate and succession planning efforts
Work closely with other professionals, such as BIP Personal Wealth Advisors, estate attorneys, and outside tax professionals, to provide comprehensive financial support for High-Net-Worth families
Stay updated on accounting standards, tax regulations, and industry trends relevant to family office operations
Qualification
Required
Bachelor's or Master's degree in Accounting or related field
2-5 years of public accounting or equivalent industry experience
Excellent analytical and problem-solving skills to address complex tax issues
Strong knowledge of individual, trust, and estate taxation
Stellar communication and interpersonal skills to effectively interact face-to-face with High-Net-Worth individuals, family members, and external professionals
Ability to handle confidential information with utmost discretion and maintain a high level of professionalism
Demonstrated track record of delivering high-quality tax services with meticulous attention to detail
CPA license (or working toward completion within next 6 months)
Benefits
Revenue sharing for any referred clients
Competitive benefits
Flexible, hybrid work environment with opportunities for growth and leadership
Flexible, no limit PTO policy (15 days minimum encouraged)
Company
BIP Wealth
BIP Wealth is a financial services firm that offers wealth creation and management solutions, retirement and other financial solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Harris
Co-Founder
Recent News
2025-10-07
2024-05-12
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