The Intersect Group · 1 week ago
Tax Associate
Atlanta Metro
Full-time
Onsite
Entry Level
$75K/yr - $85K/yr
2+ years expThe Intersect Group is seeking a Tax Associate to serve their clients' tax and family office service needs in a timely and accurate manner. The role involves completing work papers, tax projections, and returns, as well as conducting tax research and preparing deliverables for client meetings.
ConsultingHuman ResourcesInformation TechnologyLegal
Hiring Manager
Austin Bari
Responsibilities
Complete work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations
Conduct tax research to provide insight to specific client situations
Prepare deliverables for quarterly client meetings for Tax, Philanthropy, Insurance, and accounting service areas
Participate in weekly scheduling meetings
Present periodically on a tax technical topic from a selection of current topics
Manage multiple assignments and communicate project statuses with team
Other family office duties as assigned or needed
Qualification
Required
Bachelor's degree in accounting or other related fields
2+ years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience
Preferred
150 credit hours required to sit for CPA exam preferred
Graduate degree preferred
Company
The Intersect Group
The Intersect Group is a staffing and recruiting company that provides staffing and consulting services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-03-31Private Equity
Leadership Team
Joe Myers
Chief Executive Officer
Michael Snyder
Chief Operating Officer and Chief Financial Officer
Recent News
2022-07-06
Company data provided by crunchbase