Tax Accountant ( Hybrid )

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

Salary: $70,000 - $90,000 per year

Tax Accountant (Hybrid)

Our client is an established and growing financial services firm that provides a comprehensive combination of tax, accounting, wealth management, and financial advisory services. Their integrated approach brings financial professionals and CPAs together under one platform, allowing clients to receive coordinated guidance across multiple areas of their financial lives.

Serving individuals, families, and businesses, the organization focuses on building long-term client relationships and delivering personalized solutions based on each client’s unique financial goals. The company offers a collaborative, client-focused environment where professionals have the opportunity to work across disciplines and contribute to a growing organization committed to delivering a high level of service.

Why join us?

• Health Benefits: A Qualified Small Employer HRA (QSEHRA) that reimburses employees tax-free for medical, vision, and dental insurance premiums.
• Hybrid (2 days in office /3 days remote)
• Unlimited PTO plus paid Holidays
• Half day Fridays in the summer
• 401k with match
• Half day Fridays during summer
• Professional development: Support for CPE and professional certifications

Job Details

We are seeking a dynamic and experienced Tax Accountant to join our team. This hybrid position allows you to leverage your skills and experience in a flexible work environment, splitting your time between working remotely and in the office. You will be a vital part of our Accounting and Finance industry team, providing critical tax services to our high net worth clients. This role is perfect for someone who thrives in a fast-paced, challenging environment and is looking for the next step in their career.

Responsibilities

• Preparation and review of complex corporate tax returns, ensuring accuracy, and compliance with state and federal tax law.
• Managing tax provisions for S corporations, including calculating and documenting income and deductions.
• Providing comprehensive tax services to high net worth individuals and ultra-high net worth clients, including the preparation and review of form 1040.
• Offering expert advice on trust and estate tax matters, helping clients navigate the complexities of estate planning and wealth transfer.
• Identifying tax planning opportunities and potential tax issues, providing innovative solutions to minimize tax liabilities and risks.
• Keeping up-to-date with the latest tax laws and regulations, ensuring our clients receive the most current and accurate advice.
• Collaborating with other team members and departments to provide a seamless and integrated service to our clients.

Qualifications

• A Bachelor's degree in Accounting, Finance, or a related field. A Master’s degree or CPA designation is highly desirable.
• A minimum of 1 years of experience in a tax accountant role, preferably in a public accounting firm or a similar environment.
• Proven experience working with corporate tax returns, S Corp, form 1040, trust and estate tax, and high net worth individuals.
• A deep understanding of tax codes, compliance, and procedures at the federal and state level.
• Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
• High attention to detail and accuracy, with the ability to work under pressure and meet tight deadlines.
• Proficiency in tax software and other relevant computer applications.

This is a fantastic opportunity for a seasoned tax professional to take on a challenging and rewarding role in our dynamic team. If you have a passion for tax accounting and a ready to take your career to the next level, we would love to hear from you.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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