Tax Associate

Tax Associate - Atlanta, GA
To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io
 

Who:
An experienced tax professional with at least 3 years of public accounting experience.

What:
Prepare and review tax returns for individuals, LLCs, and corporations while supporting client financial planning.

When:
Position available immediately.

Where:
Located in a professional office environment with hybrid work flexibility.

Why:
Help guide clients through complex financial decisions with opportunities to grow tax and financial planning expertise.

Office Environment:
Collaborative, team-oriented, and paperless, with a strong emphasis on technology and client service.

Salary:
Commensurate with experience.

Position Overview:
We're seeking an Accountant to join a professional services team that supports growing businesses and high-net-worth individuals. This role focuses on tax preparation and advisory while offering broader exposure to financial planning services including estate, succession, and retirement planning.

Key Responsibilities:
● Prepare and review individual, LLC, S corp, and C corp tax returns
● Communicate with clients and tax authorities
● Provide high-quality tax services and strategic financial advice
● Collaborate with team members in a fast-paced, cloud-based environment
● Contribute to client acquisition and business development efforts

Qualifications:
● Bachelor’s degree in Accounting (MBA preferred)
● Minimum of 3 years of tax preparation experience
● Strong technical tax knowledge and research skills
● Excellent verbal, written, and presentation skills
● Proficiency in QuickBooks, Microsoft Office Suite, Ultra Tax
● Self-motivated, detail-oriented, and highly organized

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.