James Bates Brannan Groover LLP · 1 week ago
Tax and Wealth Planning Analyst (CPA)
Macon, GA
Full-time
Onsite
Mid Level
3+ years expJames Bates Brannan Groover LLP, a leading law firm, is seeking an experienced CPA for their Tax & Wealth Planning group in their Macon office. The role involves counseling clients in the acquisition, preservation, management, and transfer of their property, requiring expertise in various tax laws and planning.
Consulting
Hiring Manager
Christi Simmons
Qualification
Required
Active CPA license required
3–5 years of experience in tax, financial, or estate planning (law firm, accounting firm, or wealth management experience preferred)
Experience with and ability to prepare gift tax and estate tax returns
Ability to assist in the drafting and preparation of planning documents, exhibits, and supporting materials
Adept in determining the time value of money, creating loan amortization schedules, and tax research
Excellent organizational skills with strong attention to detail
Ability to manage multiple projects and deadlines in a fast-paced, team-oriented environment
Strong time management skills
Ability to work autonomously and with a team
Strong writing, analytical, and communication skills
Preferred
Partnership tax knowledge (is a plus)
Company
James Bates Brannan Groover LLP
James Bates Brannan Groover LLP is a full-service business law firm delivering high-quality, cost-effective legal services for individuals and businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Blair
Chief Financial Officer
Andrew Barksdale
Partner
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