Tax Advisor

ASSOCIATE TAX ADVISOR

**Must live in Metropolitan Atlanta Area, willing to work in the office at least 3 days a week.**

Many firms say they can manage your wealth. Few can create it. At BIP, we endeavor to do both.

POSITION SUMMARY:

As an Associate Tax Advisor at BIP Wealth, you will play a pivotal role in improving the financial lives of our High-Net-Worth families; helping them manage risk and steward wealth for future generations. Your expertise in financial reporting, tax planning & compliance, investment accounting, and tax analysis will complement BIP's estate planning, financial planning, and investment management expertise. The ideal candidate is a smart, tenacious, detail-oriented, kind, and hard-working individual who thrives in a team-oriented environment.

RESPONSIBILITIES INCLUDE:

• Tax Preparation and Filing: Prepare and file tax returns for select clients in BIP's Family Office and Baseball Division and assist with quarterly estimated payments.
• Assist Tax Advisor in review of tax returns, including individual, trust, and corporate returns. Identify tax planning opportunities and advise on tax-efficient strategies.
• Tax Analysis and Reporting: Run projections to evaluate High-Net-Worth families' current tax situation and project future taxes. Prepare reports and presentations for meetings, investment reviews, and other decision-making purposes. Provide insights and recommendations to help optimize families' tax position.
• Estate and Succession Planning: Collaborate with BIP Wealth's Estate Planning Advisor, estate planning attorneys, and trust administrators to support estate and succession planning efforts.
• Collaborative Support: Work closely with other professionals, such as BIP Personal Wealth Advisors, estate attorneys, and outside tax professionals, to provide comprehensive financial support for High-Net-Worth families.
• Professional Development: Stay updated on accounting standards, tax regulations, and industry trends relevant to family office operations.

TAX ACCOUNTANT QUALIFICATIONS:

• Bachelor's or Master's degree in Accounting or related field.
• 2-5 years of public accounting or equivalent industry experience.
• Excellent analytical and problem-solving skills to address complex tax issues.
• Strong knowledge of individual, trust, and estate taxation.
• Stellar communication and interpersonal skills to effectively interact face-to-face with High-Net-Worth individuals, family members, and external professionals.
• Ability to handle confidential information with utmost discretion and maintain a high level of professionalism.
• Demonstrated track record of delivering high-quality tax services with meticulous attention to detail.
• CPA license (or working toward completion within next 6 months).

WHY JOIN BIP WEALTH?

• Work at the intersection of finance and technology with a fast-growing, innovative wealth management firm.
• Collaborate with a talented team focused on delivering value through technology and data
• Competitive salary commensurate with past work experience and skills
• Revenue sharing for any referred clients
• Competitive benefits
• Flexible, hybrid work environment with opportunities for growth and leadership
• Flexible, no limit PTO policy (15 days minimum encouraged)