CPA/Tax Expert/Advisor

Unclassified - Atlanta, GA

Full-time - Senior

Atlanta, GA

About the position

The CPA/Tax Expert/Advisor position at RIM Recruitment Professionals is a full-time role based in Atlanta, GA, designed for a CPA with expertise in tax and experience working with high net worth clients. This hybrid role involves providing tax expertise to a wealth management firm and collaborating with partners on tax matters, while also offering seasonal support to a public accounting firm. The position offers opportunities for growth, including potential partnership or ownership of a CPA firm, and emphasizes a family-like culture with flexibility in work scope.

Responsibilities

• Provide tax expertise and direction to clients of a wealth management firm.
• Collaborate with partners on tax matters at a public accounting firm.
• Offer seasonal tax support to public accounting clients.
• Engage in discussions regarding the purchase or buyout of the public accounting firm.

Requirements

• CPA licensure is required.
• Minimum of 5 years of experience in public tax accounting, particularly with high net worth clients.
• Bachelor's degree in Accounting, Finance, or Taxation from a four-year college or university.
• Advanced proficiency in Microsoft Word, Excel, and PowerPoint.
• Experience with various CRM systems.

Nice-to-haves

• Experience in wealth management and private equity.
• Public accounting experience with a focus on local and state tax matters.

Benefits

• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• Paid time off (PTO)
• Vision insurance
• 401(k) matching