Tax Senior – HNWI/Family Office Position Available In Fulton, Georgia
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Job Description
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 Email Your Resume In Word To Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also: brandon.klaffka@cybercoders.com Please do NOT change the email subject line in any way. You must keep the
JobID:
linkedin :
BK9-1852220
— in the email subject line for your application to be considered.•Brandon Klaffka – Executive Recruiter For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 05/08/2025 and applications will be accepted on an ongoing basis until the position is filled or closed. CyberCoders is proud to be an Equal 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.