Senior Tax Associate - High Net Worth

NorthPoint Search Group
Atlanta, GA
Senior Tax Associate - High Net Worth - Atlanta, GA

Who: An experienced tax professional with at least three years of public accounting experience and eligibility to sit for the CPA exam.

What: Prepares and conducts initial reviews of trust and estate tax returns, fiduciary accountings, and complex high-net-worth tax assignments.

When: Full-time position available immediately.

Where: Within a confidential professional services firm supporting high-net-worth and fiduciary clients.

Why: To strengthen the high-net-worth tax team by delivering accurate trust and estate work, strong technical analysis, and reliable client service.

Office Environment: A collaborative, professional setting focused on technical excellence, responsiveness, and high-quality service delivery.

Salary: Competitive and commensurate with experience.

Position Overview:
The Senior Tax Associate – High Net Worth prepares and performs initial reviews of trust and estate income tax returns and fiduciary accountings, supports diverse tax assignments, conducts tax research, and contributes to exceptional client service while maintaining confidentiality.

Key Responsibilities:
- Prepare and conduct initial reviews of 1041 trust and estate income tax returns.
- Prepare fiduciary accountings with working knowledge of state statutes and document review requirements.
- Analyze tax issues and form accurate, well-supported conclusions.
- Perform diversified accounting and tax assignments under the direction of senior leadership.
- Demonstrate strong technical skills, high-quality work, and adherence to firm standards.
- Meet time constraints and client deadlines consistently.
- Participate in firm training to further develop technical expertise.
- Deliver outstanding client service through accuracy, responsiveness, and high-quality output.
- Conduct tax research and become proficient with firm reference tools.

Qualifications:
- Meets all requirements to sit for the CPA exam (CPA preferred).
- 3+ years of public accounting experience with increasing complexity in tax return preparation.
- Excellent written and verbal communication skills.
- Ability to work effectively under pressure and manage multiple deadlines.
- Strong organizational skills with the ability to prioritize a heavy workload.
- Team-oriented mindset with the ability to collaborate effectively.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Posted 2025-12-22

Recommended Jobs

Tableau Developer (Atlanta, GA)

CEDENT
Atlanta, GA

Responsibilities: •Develop and manage advanced Tableau dashboards and reports, ensuring performance and responsiveness. •Author and troubleshoot reports using Tableau Desktop and manage data sour…

View Details
Posted 2025-12-08

Board Certified Behavior Analyst - Travel BCBA

Kids First Services
Savannah, GA

Board Certified Behavior Analyst (BCBA) Savannah Travel BCBA We are looking for a hybrid  Board Certified Behavior Analyst who is excited to be a part of a new expansion in our  Georgia market p…

View Details
Posted 2026-01-06

Lab Test Simulation Integration Engineer - Tech Spec II

Gulfstream
Savannah, GA

Responsibilities for this Position Position Title: Lab Test Simulation Integration Engineer - Tech Spec II Date: Feb 3, 2026 Location: Savannah, GA, US Company: Gulfstream Aerospace …

View Details
Posted 2026-02-04

Senior Mechanical Project Manager

Website Worldwide Recruitment Solutions Inc.
Atlanta, GA

Senior Mechanical Project Manager – Atlanta, GA Mechanical Construction | Commercial HVAC | Piping & Plumbing Projects Location: Atlanta, Georgia Compensation: $100,000 – $150,000 (DOE) …

View Details
Posted 2026-02-16

ZIMLog Account Executive

ZIM
Atlanta, GA

Main purpose of the Role: Generate profitable business for ZIM Logistics USA within the assigned territory. Identify areas of growth and potential opportunities, constantly work to increase sales fo…

View Details
Posted 2026-02-27

Senior SEO & AI Search Strategist

Alloy
Atlanta, GA

(AEO / GEO / AI-Native Discovery Support) Alloy is seeking a Senior SEO & Search Strategist to lead organic search strategy across a portfolio of clients. This role is responsible for translating bu…

View Details
Posted 2026-02-25

Draught Technician

N.K.S. Distributors
Smyrna, GA

Do you want to be a part of a leading beverage distributor that values their employees and customers? If you’d enjoy working in a unique, fun and dynamic work environment, come join a local beverage …

View Details
Posted 2026-01-28

20191 - Windows System Administrator III

Hyundai Autoever America
Savannah, GA

20191 – System Administrator III Location – Savannah, GA Company Overview   Hyundai AutoEver America (HAEA) is the dynamic IT powerhouse behind Hyundai Motor Corporation, a Fortune 500 global …

View Details
Posted 2026-01-07

Survey Crew Chief - Atlanta

Noor Staffing Group
Atlanta, GA

Position: Survey Crew Chief - Atlanta Location: Remote - Field work in and Atlanta Salary: $35 - $40 p/hr (DOE) + OT + company truck Our client has over 100 years of experience, specializi…

View Details
Posted 2026-01-16

Team Member

Ben & Jerry's - High Street, GA
Dunwoody, GA

Description Do you love ice cream and having fun at work? Ben and Jerry's looking for new team members to join our awesome team. Team Members work to provide excellent customer service, ensure …

View Details
Posted 2025-10-11