Seasoned CPA – Highly Respected Law Firm (Macon)

OnBoard Legal; Macon (GA); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

OnBoard Legal seeks an experienced CPA to join its Tax & Wealth Planning Group in Georgia. You will collaborate closely with attorneys on sophisticated wealth planning matters and provide tax-focused guidance across deal lifecycles.

The role emphasizes drafting planning documents, researching tax strategies, and delivering clear written analyses within a fast-paced, collaborative team environment.

Qualifications

• Active CPA license is required.
• 3–5 years of tax, financial, or estate planning experience.
• Experience preparing gift tax and estate tax returns.
• Ability to draft and prepare planning documents, exhibits, and supporting materials.
• Strong analytical and writing/communication skills.
• Excellent organization and attention to detail.
• Ability to manage multiple projects and deadlines in a fast-paced, team-oriented environment.
• Ability to work autonomously and collaboratively.

Responsabilités

• Collaborate with attorneys on sophisticated wealth planning matters.
• Provide strategic tax-focused insight throughout the deal lifecycle.
• Assist drafting and preparing planning documents, exhibits, and materials.
• Contribute to wealth planning involving gifts, estates, and related taxes as part of the team.
• Support tax research and analysis to inform planning decisions.

Connaissances

CPA license

Tax experience

Estate planning

Gift/estate tax returns

Drafting planning documents

Valuation & loan amortization

Tax research

Organization & attention to detail

Multitasking & deadlines

Communication & writing

Description du poste

Our client, a deeply rooted, multi-faceted law firm with offices across Georgia, is seeking an experienced CPA to join their Tax & Wealth Planning Group. This role is ideal for a CPA who enjoys collaborating closely with attorneys on sophisticated business transactions and providing strategic, tax-focused insight throughout the deal lifecycle.

The group counsels individuals and families on the acquisition, preservation, management, and transfer of wealth, delivering sophisticated, integrated planning solutions.

The practice weaves together income, gift, estate, and generation-skipping tax planning with trusts and estates, charitable giving, employee benefits, securities, insurance, and business planning involving partnerships and corporations.

Qualifications

• 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 preparing gift tax and estate tax returns
• Ability to assist with drafting and preparation of planning documents, exhibits, and supporting materials
• Strong aptitude for determining time value of money, creating loan amortization schedules, and conducting 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 both autonomously and collaboratively
• Strong writing, analytical, and communication skills

This is an excellent opportunity to collaborate closely with experienced attorneys on sophisticated wealth planning matters within a respected and stable platform. Law firm experience preferred but not required.