Asset Management Group

This role at our Cartersville-based financial planning firm offers a unique opportunity to lead proactive, year-round tax strategy for high-net-worth clients and business owners. Unlike traditional tax preparation jobs, this position focuses on integrating tax planning with financial advisory services to create comprehensive solutions that support client success and firm growth. The role emphasizes collaboration, meaningful client interaction, and strategic thinking rather than routine compliance work. Hybrid work is preferred, providing flexibility alongside in-office collaboration.

Responsibilities

• Lead proactive tax planning for individuals and small business owners
• Collaborate with financial advisors to integrate tax strategy into financial plans
• Identify opportunities related to income planning, entity structure, and owner compensation
• Participate in select client and prospect meetings to provide tax insight
• Prepare and file individual tax returns for firm clients
• Prepare and review business tax returns (S-corps, partnerships, select C-corps)
• Support expansion of tax and accounting services

Required Qualifications

• Experience with individual and small business tax returns
• Strong interest in tax planning and strategy beyond compliance
• Ability to communicate tax concepts clearly to clients and advisors
• Collaborative mindset and comfort working in a team environment

Preferred Qualifications

• Enrolled Agent (EA) credential