Senior Tax Associate - Atlanta, GA

Corient; Atlanta (GA); On-site; USD 85,000 - 115,000; Full time

Job summary

Corient in Atlanta seeks a tax professional with 4–6 years in fiduciary/individual taxation to join a small team delivering integrated family office services.

You will prepare and review tax returns, research complex issues, collaborate across the team, and support clients with timely advice; CPA or parts passed preferred; MBA a plus; Pro Systems and BNA tools used.

Qualifications

• Bachelor's degree in accounting required.
• 4–6 years of tax or family office experience with emphasis on individual and fiduciary work.
• CPA or CPA parts passed preferred.
• MBA or MS in Taxation a plus.
• Strong written and verbal communication skills.
• Pro Systems, BNA Income Tax Planner, and Microsoft products proficiency.
• Knowledge of CCH Engagement a plus.

Responsibilities

• Contributing to client satisfaction by providing timely responses to client needs and concerns.
• Preparing and self-reviewing work products for completeness and accuracy for client delivery.
• Work on high-net-worth fiduciary and tax planning matters.

Skills

Interpersonal skills

Analytical thinking

Problem solving

Communication

Education

Bachelor's degree in accounting

MBA or MS in Taxation

Tools

Pro Systems

BNA Income Tax Planner

Microsoft Office

CCH Engagement

CCH Axcess Tax

Job description

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

• -Contributing to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
• -Preparing and self-reviewing work products for completeness and accuracy and preparing them for client delivery.
• -Work product focus will include a concentration on high-net-worth individuals, fiduciary tax, not for profit compliance and entity tax filings.
• -Preparing work papers based on professional standards. Processing data and converting it to a reviewable product.
• -Assisting in the research of complex tax issues and in the development of quality, practical income tax planning services
• -Working within a small team environment to deliver integrated family office services to clients.
• -Aiding in the preparation of various time-sensitive client requests and planning opportunities.
• -Facilitating communications and providing ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery.
• -Maintain a personal commitment to continuing education.
• -Contributing to a flexible, stable, and team-oriented working culture that fosters professional development.

Qualifications & Requirements

• -Bachelor's degree in accounting
• -4-6 years of related work experience in a tax or family office practice; an emphasis on individual and fiduciary experience is critical; and other competencies including pass through, gift tax or not for profit
• -A commitment to learning and developing in an exacting tax environment within a growth business
• -Excellent interpersonal, analytical, and problem-solving abilities.
• -Strong written and verbal communication skills.
• -Proficiency in compliance technology applications including Pro Systems, BNA Income Tax planner and Microsoft products.
• -MBA or MS in Taxation a plus
• -CPA or CPA exam parts passed preferred
• -Knowledge of CCH Engagement a plus
• -CCH Axcess Tax and BNA Income Tax Planner