Job Description
Join Atlanta's premier financial services firm as a Tax Associate and accelerate your career in tax advisory! Peachtree Financial Partners is seeking a detail-oriented professional to support high-net-worth individuals and corporate clients with comprehensive tax planning, compliance, and optimization strategies. Our dynamic team thrives on innovation and professional growth, offering mentorship from seasoned CPAs and exposure to complex multi-state tax scenarios. Enjoy competitive benefits, flexible work arrangements, and continuous learning opportunities in a collaborative downtown Atlanta environment.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and businesses
- Develop proactive tax planning strategies to minimize liabilities while ensuring compliance
- Conduct tax research and analyze regulatory changes impacting client portfolios
- Collaborate with audit and advisory teams on integrated financial solutions
- Manage client relationships and communicate complex tax concepts clearly
- Maintain accurate documentation and support IRS/state inquiries
- Utilize tax software (CCH ProSystem fx, Lacerte) for efficient processing
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA/Master's preferred)
- 3+ years of public or corporate tax preparation experience
- Strong knowledge of IRS regulations and GAAP/GAAP principles
- Proficiency in tax preparation software and Excel
- Excellent analytical and problem-solving abilities
- Clear communication skills for client interactions
- Ability to manage deadlines in a fast-paced environment
- Georgia CPA license or actively pursuing certification