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CyberCoders - Alpharetta, GA
posted about 2 months ago
About the position
The Tax Advisor position at our award-winning wealth management firm in Alpharetta, GA, focuses on providing personalized tax planning and compliance services for high-net-worth individuals, families, and professional athletes. The role emphasizes relationship building and collaboration with external tax experts to develop effective tax strategies while ensuring compliance with tax laws. The firm values a client-first approach and fosters a supportive culture that encourages professional growth and community impact.
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 the 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 the Estate Planning Advisor, attorneys, and trust administrators.
- Regularly assess the tax implications of evolving financial investments and structures as part of risk management.
- Work alongside Personal Wealth Advisors and other professionals to deliver comprehensive financial solutions.
- Engage in continuous professional development to stay abreast of relevant tax regulations and industry trends.
Requirements
- Bachelor's or Master's Degree in Accounting or a related field.
- 3+ years of recent public accounting or wealth management experience.
- CPA or CFP certification is highly preferred.
- Vast knowledge of high-net-worth individual tax planning, preparation, review, and compliance.
- Strong relationship-building skills.
Nice-to-haves
- Experience in succession planning.
- Ability to travel between Alpharetta, GA and Buckhead, GA offices.
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Tuition reimbursement
- Unlimited paid time off
- Vision insurance
