Tax Principal (High Net Worth)

Tax Principal (High Net Worth) 

 

Why Windham Brannon:

Windham Brannon is a 250-person CPA firm headquartered in Atlanta, Georgia.  Founded in 1957, Windham Brannon is a recognized leader in providing assurance, tax, and advisory services to clients, both nationally and globally.   The firm is nationally ranked in the U.S. as one of Inside Public Accounting’s Top 200 firms and Accounting Today’s Top Southeast firms.  Windham Brannon has developed an award-winning culture and has won a multitude of awards as a Top Workplace and as a Best Firm to Work For. We provide our team members with an environment that allows them to live a balanced lifestyle between their work responsibilities and personal commitments.

Offering more for your career…

Windham Brannon understands that a successful career requires continuously learning and gaining knowledge in your profession. That’s why we prioritize the following for our people.

• Referral, performance, and business development bonus opportunities
• Dedicated learning and development budget for each employee
• Coaches and talent advisors who are dedicated to your career growth and development, helping you thrive in the workplace
• Diversity, Equity and Inclusion Advisory Council that advocates for important employee initiatives

 

Offering more for your life…

Our competitive benefits package is designed to positively impact your life outside of work.

• Hybrid and flexible work environment
• Employer-paid dependent care, life insurance, disability, accident and critical illness, and pet insurance
• 401(k) plan with company matching
• PTO, paid holidays, and summer hours

 

Offering more for your community…

Windham Brannon believes that we succeed as a firm when those in our community can succeed, too. Our WB Foundation regularly contributes to charities supported by our employees and friends of the month, and we provide regular volunteer support to several not-for-profit organizations throughout the year.

The Opportunity …

We are looking to add a Principal to our thriving, successful High Net Worth Tax practice. This is a special opportunity with fast track to become an owner of the firm. 

 

What you will be doing…

•          Contribute to the leadership of a very successful high net worth tax practice
•          Deliver outstanding client service
• Partner-level oversight of tax return preparation process for complex individual, estate, trust, and gift tax returns
• Conduct research and analysis of complex tax issues
•           Serve as a resource for technical questions
•           Develop close relationships with clients, team members, and referral sources
• Collaborate with members of client’s other outside advisors in providing holistic and comprehensive planning
• Manage, motivate, and mentor junior staff members by providing them with leadership, counseling, and training
• Develop new business by offering additional services to existing clients and obtaining new clients

What you bring…

•          Active CPA license or JD
•          Minimum of 10 years of tax experience, preferably in a public accounting firm
•          Currently at the Senior Manager level (or higher) or equivalent in private industry
• In-depth knowledge of taxation for high-net-worth individuals, trusts, estates, and multi-generational families
• Enjoy collaboration and working as part of a team
• Experience supervising and mentoring tax professionals
• Strong interpersonal and communication skills
• Growth orientation and entrepreneurial spirit
• Desire to be a partner of a CPA firm

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Last updated on Aug 25, 2024