<![CDATA[The Intersect Group: jobboards]]> https://JOBS.THEINTERSECTGROUP.COM/ en-us <![CDATA[Director of Tax]]> Tax Director
Location: Hybrid Schedule
Type: Direct Hire
Presented by: The Intersect Group
Compensation: $180,000 -$210,000 + bonuses 
Company Overview
We are supporting a nationally recognized advisory organization that delivers comprehensive family office services, wealth planning, and tax strategy to high-net-worth individuals, family enterprises, and select institutions. The firm is known for its personalized approach, collaborative culture, and commitment to helping clients navigate complex financial landscapes with clarity and confidence. With offices across the country, the organization operates as one integrated team focused on excellence, integrity, and long-term client relationships. This environment offers a strong blend of professional growth, leadership access, and meaningful client impact.
Role Summary
The Tax Director will serve as a senior leader within the family office practice, overseeing complex tax engagements and delivering high-touch advisory support to ultra-high-net-worth families. This role is responsible for directing all aspects of tax planning, reviewing multi-entity and multi-state returns, and managing year-round strategic initiatives tailored to sophisticated client needs.
You will collaborate closely with internal advisory, accounting, investment, and risk teams to deliver an integrated client experience and ensure highly accurate, forward-looking tax outcomes. The position includes leadership responsibilities, client relationship management, and a significant role in guiding firmwide tax strategy and innovation.
Key Responsibilities
  • Lead tax planning, projections, and complex review processes for assigned families and entities
  • Review individual, trust, partnership, corporate, and gift tax returns for accuracy, completeness, and compliance
  • Direct quarterly and year-end tax strategies and communicate outcomes to clients and internal teams
  • Manage large, sophisticated client relationships with autonomy and accountability
  • Conduct analytical reviews of quarterly financial reports and ensure accuracy of all financial activity
  • Monitor unique cash flow needs and coordinate with accounting and investment teams to support liquidity planning
  • Participate in quarterly family meetings to present financial and tax deliverables
  • Collaborate with advisory, planning, and accounting departments to deliver a seamless family office service model
  • Mentor and develop team members within the family office group
  • Support business development efforts and participate in cultivating new client relationships
  • Contribute to estate planning, entity structuring, philanthropic planning, and other family office initiatives
  • Review and respond to internal and external communications in a timely and professional manner
Key Requirements
  • Ten or more years of public accounting experience serving high-net-worth families or family office clients
  • CPA license required; CFP and Master of Taxation strongly preferred
  • Extensive experience reviewing and filing complex tax returns and managing tax engagements at a senior manager or director level
  • Bachelor’s degree in Accounting or related field; advanced tax degree preferred
  • Deep knowledge of individual, trust, partnership, corporate, and multi-state tax matters
  • Strong project management, prioritization, and communication skills
  • Ability to manage complex client needs with minimal oversight
  • High level of discretion and ability to handle confidential information
  • Commitment to collaboration, accountability, and client service excellence
Why This Opportunity
  • Strong work-life balance outside of filing seasons
  • Highly competitive compensation structure including bonus and potential equity participation
  • Exceptional benefits including flexible PTO, comprehensive insurance coverage, retirement match, and professional development support
  • Education and certification incentives including CPA and CFA training materials and financial bonuses for passing exams
  • Opportunity to work with dynamic family enterprises, entrepreneurial families, and complex multi-entity structures
  • Clear advancement pathway within a respected and growing advisory organization
Call to Action
If you are an experienced tax leader seeking a strategic role supporting sophisticated family office clients, apply today through The Intersect Group with your resume and best contact information. We look forward to connecting with you.
]]> Wed, 25 Mar 2026 00:00:00 EDT 1 <![CDATA[Senior Tax Associate]]> Senior Tax Associate
Location: Hybrid Schedule 
Type: Direct Hire
Presented by: The Intersect Group
Company Overview
We are supporting a fast-growing, partner-led advisory organization that provides comprehensive wealth, tax, and financial planning services to ultra-high-net-worth families, family offices, and mission-driven institutions. The firm is known for its national footprint, collaborative culture, and commitment to delivering a truly holistic client experience. With continued expansion across multiple offices and service lines, this environment offers exceptional professional development opportunities and direct exposure to sophisticated client engagements. Employees benefit from a supportive culture that values innovation, expertise, and long-term career growth.
Role Summary
The Senior Tax Associate will play a key role in delivering high-quality tax compliance and planning services for complex family groups and multi-entity structures. This position supports a wide range of client needs including preparation and review of individual, trust, partnership, and multi-state returns, as well as quarterly projections and estimates.
You will work closely with managers, directors, and cross-functional teams to maintain accurate client information, lead elements of the tax preparation process, and support ongoing family office deliverables throughout the year. This role provides meaningful exposure to sophisticated tax matters with clear pathways for advancement.
Key Responsibilities
  • Prepare and review complex individual, trust, partnership, and multi-state tax returns
  • Assist with initial detail review of tax filings, quarterly reports, and family office projects
  • Prepare and analyze quarterly tax projections and estimates used for planning
  • Organize, manage, and maintain complete and accurate financial information for assigned clients
  • Support preparation of quarterly meeting deliverables for families and internal teams
  • Conduct tax research and provide recommendations for planning strategies and ad hoc client requests
  • Drive the tax preparation workflow to ensure timely, accurate, and compliant filings
  • Leverage staff and interns through clear communication and effective task delegation
  • Support additional family office activities including entity structuring, planning support, and related services
Key Requirements
  • Bachelor’s degree in Accounting or related field
  • Three or more years of public accounting tax experience serving high-net-worth individuals or family office clients
  • Strong blend of individual, trust, and partnership tax experience
  • CPA strongly preferred; candidates must have completed the education requirements and ideally passed one or more sections
  • Experience preparing and reviewing multi-entity tax filings and quarterly estimates
  • Strong organizational skills with the ability to manage multiple projects and deadlines
  • Excellent communication skills and ability to build strong working relationships
  • High level of professionalism and ability to handle confidential client information
Preferred Skills
  • Previous public accounting experience
  • Experience working with sophisticated, multi-generational family groups
  • Strong Excel skills and familiarity with tax software platforms
Call to Action
If you are a motivated tax professional seeking to deepen your expertise and work with sophisticated clients in a supportive and high-growth environment, apply today through The Intersect Group with your resume and best contact information. We will follow up promptly with the next steps.
]]> Wed, 25 Mar 2026 00:00:00 EDT 1 <![CDATA[Senior Tax Accountant, Sales Tax]]>
We’re seeking a proactive Senior Accountant to support indirect tax compliance and multi?state sales/use tax filings. This role partners cross?functionally, analyzes complex tax data, and helps improve key processes. Commercial real estate escrow experience is strongly preferred.

Responsibilities:
  • Prepare and review multi?state sales & use tax filings
  • Compile and analyze tax data from multiple sources
  • Query financial data using SQL; reconcile GL accounts
  • Manage exemption certificates and tax correspondence
  • Support cross?department tax issue resolution
  • Research multi?state tax rules and registration requirements
  • Identify process improvements; handle special projects

Qualifications:
  • Bachelor’s in Accounting, Finance, or related field
  • 1–3+ years relevant experience (indirect tax preferred)
  • Commercial real estate escrow experience highly preferred
  • Advanced Excel skills (VLOOKUP, PivotTables, IF formulas)
  • Strong communicator with urgency, accuracy, and professionalism

What We Offer
  • Competitive full?time salary
  • Medical, dental, vision + 401(k) match
  • Additional perks (student loan support, pet benefits, vehicle discounts, and more)
  • Wellness programs and continuous learning opportunities
  • A growth?oriented culture with internal mobility and a fast?paced, start?up feel

 
]]> Tue, 10 Mar 2026 00:00:00 EDT 1 <![CDATA[Tax Associate ]]> Tax Associate
Locations: Atlanta, GA; hybrid 
Work Model: Hybrid – 2 days onsite / 3 days remote
Compensation: $70,000 – $80,000 base + 0–15% bonus 
Company Overview
We are partnering with a nationally recognized, partner-owned wealth management firm serving ultra-high-net-worth families, family offices, foundations, and endowments. The firm offers a comprehensive suite of services—including investment management, tax strategy, wealth and estate planning, lifestyle advisory, trust administration, and philanthropy support.
With more than $100 billion in assets under advisement and administration and over 20 office locations nationwide, the organization is experiencing significant growth. Team members enjoy a collaborative culture, deep technical exposure, and abundant opportunities for professional development within a fast-expanding and purpose-driven environment.
Role Summary
The Tax Associate will support a broad range of tax preparation, planning, and family office services for sophisticated clients. This role is ideal for professionals with public accounting experience who enjoy technical tax work, client service, and exposure to complex wealth-management structures.
You will collaborate with Directors and Associate Directors to prepare workpapers, returns, projections, and meeting deliverables while managing multiple engagements and participating in tax research and technical development. This is a strong opportunity for someone seeking long-term growth in a dynamic environment.
Key Responsibilities
  • Prepare tax workpapers, quarterly tax projections, and federal/state returns for individuals, trusts, partnerships, and private foundations.
  • Conduct tax research and present insights relevant to client needs and emerging technical issues.
  • Prepare materials for quarterly client meetings across tax, philanthropy, insurance, and accounting service areas.
  • Participate in weekly scheduling and workflow meetings.
  • Present periodically on selected technical topics as part of team knowledge sharing.
  • Communicate progress on engagements and coordinate responsibilities with team members.
  • Support various family office and client service tasks as assigned.
Key Requirements
  • Bachelor’s degree in Accounting or related field (required).
  • 150 credit hours preferred (CPA-eligibility).
  • Graduate degree in Accounting or Tax preferred.
  • 2+ years of public accounting experience, ideally serving high-net-worth individuals or family office clients.
  • Strong understanding of tax compliance and planning principles.
  • Ability to manage multiple assignments and deliver high-quality work under deadlines.
  • Strong analytical, written, and verbal communication skills.
  • High attention to detail, professionalism, and ownership of responsibilities.
  • Proficiency in Microsoft Office Suite.
Preferred Skills
  • Previous experience in family office services.
  • Background in public accounting 
  • CPA certification or progress toward CPA exam.
Why This Opportunity
  • Join a rapidly growing, partner-owned organization with strong pathways for advancement.
  • Work with some of the most sophisticated tax structures in the UHNW space.
  • Flexible PTO, comprehensive medical/vision/dental, flexible spending, education support, 401(k) match, and additional first-day benefits.
  • Access to LinkedIn Learning and internal committees for professional enrichment.
  • Support for CPA/CFA exam preparation, including training materials and a $5,000 bonus upon passing.
  • Collaborative, growth-focused culture with a commitment to technical excellence and client service.
Call to Action
If you’re a tax professional seeking to deepen your technical expertise and work with complex, high-net-worth client structures, we’d love to speak with you. Apply through The Intersect Group by submitting your resume and best contact information.

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