Tax Senior – HNWI/Family Office Position Available In Fulton, Georgia
Tallo's Job Summary: The Tax Senior position is available in Seattle, WA and Atlanta, GA, offering a salary range of $85,000 to $105,000 per year. The role involves preparing and reviewing complex tax returns for high-net-worth individuals and family offices, providing tax planning strategies, and collaborating with wealth management teams. A Bachelor's degree in Accounting or Finance is required, along with a minimum of 4 years of tax experience. The ideal candidate should have strong analytical skills and be proficient in tax software and Microsoft Office Suite. This position does not offer sponsorship for work authorization in the United States. Brandon Klaffka is recruiting for this role. CyberCoders is an Equal Employment Opportunity Employer.
Job Description
Tax Senior
- HNWI/Family Office
Atlanta, GA - Seattle, WA
Full-TimeRemote$85,000 - $105,000 /yr
Posted TodayNEW Tax Senior - HNW/Family Office Position Overview
We are seeking a knowledgeable and detail-oriented Tax Senior to join our team, focusing on high-net-worth individuals and family offices.
The ideal candidate will provide expert tax planning and compliance services, ensuring our clients’ financial strategies align with their long-term goals. Key Responsibilities
Prepare and review complex tax returns for high-net-worth individuals and family offices
Provide tax planning strategies to optimize clients’ tax positions
Conduct research on tax issues and stay updated on tax law changes
Develop and maintain strong client relationships through excellent communication and service
Collaborate with wealth management teams to integrate tax strategies with overall financial planning
Qualifications
Bachelor’s degree in Accounting, Finance, or related field
EA or CPA certification preferred
Minimum of 4 years of tax experience, preferably with high-net-worth individuals
Strong understanding of family office structures and wealth management strategies
Excellent analytical and problem-solving skills
Proficient in tax software and Microsoft Office Suite
For this position you must be currently authorized to work in the United States. We do not sponsor for this position. Preferred Skills
EACPAHNWIFamily OfficeWealth ManagementHigh Net Worth
Brandon Klaffka is recruiting for this position Brandon Klaffka is also recruiting for these positions
Tax Senior Atlanta, GA
- Seattle, WA
Full-Time$85,000 - $105,000 /yr
Job ID:
BK9-1852220
CyberCoders is an Equal Employment Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
