Hybrid Tax Pro for High Net Worth Clients

Jobot; Atlanta (GA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health benefits with QSEHRA

Hybrid work model (2 days in office /

Unlimited PTO + holidays

Half day Fridays (summer)

401k with match

Professional development: CPE support

Job summary

Jobot is seeking a Tax Accountant in a Hybrid role in the Atlanta area. You will prepare and review complex corporate tax returns and advise on trusts, estates, and high net worth clients.

The position emphasizes collaboration, professional development, and a flexible work arrangement with both in-office and remote days. A CPA or CPA track is desirable, with growth opportunities in a growing financial services firm.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1+ year of experience in tax accounting, preferably in public accounting.
• Experience with corporate tax returns, S corp, Form 1040, trusts and estate tax, and high net worth individuals.
• Strong knowledge of federal and state tax codes and compliance.
• Excellent analytical, problem-solving, and communication skills.
• Proficiency with tax software and related applications.

Responsibilities

• Prepare and review complex corporate tax returns, ensuring accuracy and compliance.
• Manage tax provisions for S corporations, documenting income and deductions.
• Provide tax services to high net worth individuals and ultra-high net worth clients, including Form 1040 review.
• Offer expert advice on trust and estate tax matters for wealth transfer.
• Identify tax planning opportunities and potential issues to minimize liabilities.
• Stay up-to-date with tax laws and regulations and share guidance with clients.
• Collaborate with team members to deliver integrated tax services.

Skills

Analytical skills

Communication skills

Attention to detail

Problem solving

Interpersonal skills

Education

Bachelor’s degree in Accounting/Finance or related field

Master’s degree or CPA desirable

Tools

Tax software

Job description

Jobot is seeking a Tax Accountant in a Hybrid role in the Atlanta area. You will prepare and review complex corporate tax returns and advise on trusts, estates, and high net worth clients.

The position emphasizes collaboration, professional development, and a flexible work arrangement with both in-office and remote days. A CPA or CPA track is desirable, with growth opportunities in a growing financial services firm.