If you are a Tax Advisor or Tax Manager, with a love for relationship building within High Net Worth, check this out....
About Us
Our award winning company is a top-tier wealth management firm in the Southeast, based in Alpharetta, GA, specializing in personalized financial planning and investment strategies for high-net-worth individuals, families, and professional athletes.
We prioritize a client-first approach, leveraging innovative solutions and deep expertise to help clients achieve their financial goals.
Our collaborative and supportive culture fosters professional growth, while our commitment to community impact and excellence sets us apart in the industry.
Because of our growth, we are looking for a Tax Advisor with a minimum of 3yrs of recent High Net Worth Individual tax planning, tax return preparation, tax return review, estate/succession planning, & relationship building for our Family Office & Professional Athlete portfolios.
Responsibilities
- Collaborate with external tax experts to develop and implement tax strategies, ensuring full compliance with tax laws.
- Prepare and file tax returns for clients in our Professional Athletes Division, coordinate quarterly payments, and review a variety of returns, including individual, trust, and corporate.
- Analyze and project future taxes for high-net-worth families, providing detailed reports and recommendations to optimize their tax positions.
- Support estate and succession planning efforts by working closely with our Estate Planning Advisor, attorneys, and trust administrators.
- Risk management is key, as you'll regularly assess the tax implications of evolving financial investments and structures.
- Be part of a collaborative team, working alongside Personal Wealth Advisors and other professionals to deliver comprehensive financial solutions.
- Continuous professional development will be encouraged to stay abreast of relevant tax regulations and industry trends.
Qualifications
-Bachelors or Master Degree in Accounting or Related Field
-3yrs+ of Recent Public Accounting or Wealth Management Position Environment
-CPA or CFP is highly preferred
-Vast Knowledge of High Net Worth Individual Tax Planning, Preparation, Review & Compliance
-Relationship Building
-Ability to Travel from Alpharetta, GA to Buckhead, GA Offices (HYBRID/3 Times a Week in Office)
Benefits
- Medical/Dental Vision - United Healthcare - Multiple Plans
- 401K with Match
- Potential Bonuses
- Unlimited PTO (Minimum of 15 days you MUST take)
- Hybrid Schedule (A least 3 Days In Office)
- Potential Tuition Reimbursement
- Company Happy Hours/Parties/Sporting Events (because they are our customers)
Applicants must be authorized to work in the U.S.
Steve Ogden is recruiting for this position and the positions below.
Email me to apply for this position
