Lead Accountant

AlloHire; Atlanta (GA); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial services firm is looking for a highly skilled Lead Accountant to manage accounting and tax compliance for high-net-worth clients. Responsibilities include preparing and filing tax returns, maintaining financial records, and supporting wealth transfer strategies. Ideal candidates will have a Bachelor's degree in Accounting or Finance, relevant experience in tax accounting, and strong communication skills. The role requires knowledge of multi-entity tax structures and proficiency with accounting software. This position is based in Atlanta, Georgia.

Qualifications

• 4+ years of progressive experience in tax accounting, preferably within a family office or public accounting firm.
• Deep knowledge of tax structures and compliance.
• Ability to manage multiple priorities and work both independently and collaboratively.

Responsibilities

• Prepare, review, and file all federal, state, and local tax returns.
• Maintain general ledgers for multiple family entities and trusts.
• Support wealth transfer strategies with financial modeling.

Skills

Partnership and corporate tax

Multi-entity structures

Real estate and investment tax matters

Strong understanding of accounting best practices

Excel skills

Communication skills

Education

Bachelor’s degree in Accounting, Finance, or related field

Master’s in Taxation preferred

Tools

QuickBooks

Sage

Job description

Overview

We are seeking a highly skilled Lead Accountant with deep tax expertise to join our team and oversee the accounting, tax compliance, and strategic planning across the family’s complex financial ecosystem.

Seeking experience working with high-net-worth-individuals (HNWI).

Tax Planning & Compliance

• Prepare, review, and file all federal, state, and local tax returns for:
• Trusts
• Partnership
• Property tax returns
• S-Corporations
• Private foundations and charitable entities
• Gifts
• Manage quarterly/annual tax projections, estimated payments, and withholding
• Support IRS/state audits and respond to tax notices
• Monitor changing tax laws and assess implications for the family office

Accounting & Reporting

• Maintain general ledgers for multiple family entities and trusts.
• Perform reconciliations, record transactions, track cost basis, and maintain supporting documentation.
• Prepare monthly, quarterly, and annual financial statements.
• Produce net worth summaries, cash flow reports, and consolidated financial packages for family principals.
• Integrate investment data into accounting systems and support reporting needs for real estate, private equity, and marketable securities.

Estate, Trust & Philanthropy Support

• Support wealth transfer strategies with financial modeling and documentation.
• Maintain records of gifts, trust distributions, charitable contributions, and foundation activity.
• Provide analysis to support estate planning, entity structuring, and long-term wealth preservation strategies.

Governance, Compliance & Operations

• Establish and maintain robust internal controls and high-standard documentation practices.
• Coordinate bill-pay, cash management, and entity funding needs with the family office team.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred.
• 4+ years of progressive experience in tax accounting, preferably within a family office, private client services, or public accounting firm (HNW/UHNW exposure required).

Deep knowledge of:

• Partnership and corporate tax
• Multi-entity structures
• Real estate and investment tax matters

• Strong understanding of accounting best practices and financial reporting.
• Experience with GL systems (QuickBooks, Sage, or similar) and strong Excel skills.
• Excellent communication skills and ability to explain complex financial topics clearly.
• High level of discretion, integrity, and professionalism.
• Ability to manage multiple priorities and work both independently and collaboratively.