James Bates Brannan Groover LLP
Tax and Wealth Planning Analyst (CPA)
James Bates Brannan Groover LLP, Macon, Georgia, us, 31297
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Direct message the job poster from James Bates Brannan Groover LLP
Director of Human Resources at James-Bates-Brannan-Groover-LLP James Bates Brannan Groover LLP, a leading law firm with offices in Macon, Atlanta, and Athens, Georgia, is seeking an experienced CPA (tax and wealth planning analyst) for our Tax & Wealth Planning group in our Macon office.
Our firm believes in the importance of our people. We strive to provide the best experience for our employees and clients by living out our core values: Servant Leadership, Pursuit of Excellence, Integrity, and Respect for Others.
Our Tax & Wealth Planning Group services clients across the southeastern United States, counseling individuals and families in the acquisition, preservation, management and transfer of their property. Our services weave together the laws of income, gift, estate and generation‑skipping taxation, trusts, estates, charitable giving, employee benefits, securities, insurance, partnerships and corporations.
Qualifications
Active CPA license required
3–5 years of experience in tax, financial, or estate planning (law firm, accounting firm, or wealth management experience preferred)
Experience with and ability to prepare gift tax and estate tax returns
Ability to assist in the drafting and preparation of planning documents, exhibits, and supporting materials
Adept in determining the time value of money, creating loan amortization schedules, and tax research
Excellent organizational skills with strong attention to detail
Ability to manage multiple projects and deadlines in a fast‑paced, team‑oriented environment
Ability to work autonomously and with a team
Strong writing, analytical, and communication skills
Partnership tax knowledge (is a plus)
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Research and Analyst
Industries Law Practice and Trusts and Estates
Referrals increase your chances of interviewing at James Bates Brannan Groover LLP by 2x
Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Location and Compensation Macon, GA $85,000.00-$115,000.00 (salary range)
#J-18808-Ljbffr
Direct message the job poster from James Bates Brannan Groover LLP
Director of Human Resources at James-Bates-Brannan-Groover-LLP James Bates Brannan Groover LLP, a leading law firm with offices in Macon, Atlanta, and Athens, Georgia, is seeking an experienced CPA (tax and wealth planning analyst) for our Tax & Wealth Planning group in our Macon office.
Our firm believes in the importance of our people. We strive to provide the best experience for our employees and clients by living out our core values: Servant Leadership, Pursuit of Excellence, Integrity, and Respect for Others.
Our Tax & Wealth Planning Group services clients across the southeastern United States, counseling individuals and families in the acquisition, preservation, management and transfer of their property. Our services weave together the laws of income, gift, estate and generation‑skipping taxation, trusts, estates, charitable giving, employee benefits, securities, insurance, partnerships and corporations.
Qualifications
Active CPA license required
3–5 years of experience in tax, financial, or estate planning (law firm, accounting firm, or wealth management experience preferred)
Experience with and ability to prepare gift tax and estate tax returns
Ability to assist in the drafting and preparation of planning documents, exhibits, and supporting materials
Adept in determining the time value of money, creating loan amortization schedules, and tax research
Excellent organizational skills with strong attention to detail
Ability to manage multiple projects and deadlines in a fast‑paced, team‑oriented environment
Ability to work autonomously and with a team
Strong writing, analytical, and communication skills
Partnership tax knowledge (is a plus)
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Research and Analyst
Industries Law Practice and Trusts and Estates
Referrals increase your chances of interviewing at James Bates Brannan Groover LLP by 2x
Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Location and Compensation Macon, GA $85,000.00-$115,000.00 (salary range)
#J-18808-Ljbffr