Senior Tax Accountant - HNW jobs in United States
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Staff Financial Group ยท 13 hours ago

Senior Tax Accountant - HNW

Staff Financial Group is working with a top Wealth Management firm located in Atlanta that is in need of an experienced Tax Senior. The role involves preparation and review of tax returns for high net worth individuals, partnerships, corporations, estates, trusts, and gifts, requiring strong communication skills and the ability to work independently or as part of a team.

B2BFinancial ServicesHuman ResourcesInsurance

Responsibilities

Preparation and Review of Tax Returns
Return experience includes: Individual, Partnership, Corp, Estate, Trust & Gift
Must have experience in a client facing role
Ability to work independently or as part of a team

Qualification

CPATax Return PreparationHigh Net Worth IndividualsCCH SoftwarePublic Accounting ExperienceMS Office/ExcelClient Facing RoleTeamworkCommunication Skills

Required

Bachelor's Degree in Accounting or Business
CPA or on track with parts of CPA exam passed
Preparation and Review of Tax Returns
Return experience includes: Individual, Partnership, Corp, Estate, Trust & Gift
Must have experience in a client facing role
Ability to work independently or as part of a team
Proficient with MS Office/Excel
Strong written and verbal communication skills

Preferred

MTAX or MACC is a plus
Experience with High Net Worth Individuals is desired
Experience with CCH software is a plus
Public Accounting experience with Regional or Big 4 firm is desired

Benefits

Competitive salary
Bonuses
Benefits
PTO

Company

Staff Financial Group

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Staff Financial Group is a staffing and recruiting company offering accounting and financial recruiting services.

Funding

Current Stage
Early Stage

Leadership Team

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Andree Frost
Client Partner/Managing Director Recruiting
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Michael Lanzillotti
Client Partner
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