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G
GPAC
Tax Senior - Wealth Management Firm
Career Insights for Tax Specialist
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Based on Georgia data
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What they do
A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.
$75,899 / year median in Georgia
-4% projected decline
Job Description
A wealth management firm is adding a
TAX SENIOR
to their team! As a Tax Senior, you will be responsible for preparing and reviewing tax returns, bookkeeping, tax planning and tax strategy. The position is mostly REMOTE with occasional visits to the office to meet with clients.Essential Job Functions:
MUST BE A CPA OR EA
- Prepare and review tax returns
- Develop and maintain client relationships
- Provide bookkeeping
- Tax Planning
- Perform complex tax research and analysis
Tax Strategy Skills:
- 4+ years of strong tax experience
- Certified Public Accountant (CPA) designation, or Enrolled Agent (EA)
- Experience working with Quickbooks
- Excellent communication and interpersonal skills This is an amazing opportunity to join a growing company.