THE POSITION

Hilton Tax & Wealth Advisors, headquartered in Alpharetta, Georgia, has an immediate opening for a Tax Planning Assistant. The Tax Planning Assistant will play a pivotal role in the company's success by implementing tax planning processes for high-net-worth business owners and individuals. You will assist our tax planners managing tax compliance, tax planning workflows, and reviewing personal and corporate tax returns. This position requires exceptional communication skills and attention to detail. The ideal candidate will be energetic and may have experience in multiple tax engagements, plus help the team with tax issues. Must be tech-savvy and willing to invest time and energy into developing the best tax processes and providing great service to our clients. Monday to Thursday schedule.

ABOUT HILTON TAX & WEALTH ADVISORS

Hilton Tax & Wealth Advisors is a leading financial services firm committed to providing top-notch solutions to our clients. Our team is dedicated to delivering exceptional services and building lasting relationships with our valued customers.

Hilton Tax & Wealth Advisors was founded to offer tax and business thought leadership skills to business owners. Hilton realized the need for proactive tax planning to prevent our clients from overpaying in taxes and grow their wealth creatively. We are boutique now but will grow rapidly and are looking to add the best talent to our team. We want team members who are just as passionate about helping business owners as we are.

We believe in hard work, innovating for the customer, and getting results! But we also believe in flexibility, freedom, transparency, and direct feedback (up and down). The most important thing for any new team member is understanding the TRANSFORMATION we provide for our clients and the DIFFERENCE we’re building for them, their team members, and family. By helping them, we help ourselves, and the MORE we help our clients, the better team, culture, and company we can build!

RESPONSIBILITIES AND ESSENTIAL DUTIES:

· Review business and personal tax returns for small business and high-net worth clients.

· Communicate with clients about tax planning concepts, preparation of tax plans, and general tax reduction.

· Learn and understand the value of Tax Planning.

· Organize and update the tax database.

· Record tax entries into different accounting and financial software.

· Work with senior partner on general tax planning organization for clients.

PREREQUISITE KNOWLDEGE, SKILLS AND ABILITIES:

· Bachelor’s degree in Accounting, Business, Finance, or a related field.

· At least 3 years of experience in the tax industry.

· Basic knowledge of the tax code for individuals and small businesses.

· A licensed Tax Preparer, EA or CPA a plus.

· Knowledge of accounting and bookkeeping procedures.

· Quickbooks and/or other accounting software experience.

· Strong written and verbal communication skills, with the ability to convey concepts clearly and concisely.

· Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint).

· Superior computer literacy and numerical skills·

· Excellent organizational skills with the ability to manage multiple tasks efficiently.

· A self-starter with a proactive attitude and the ability to work independently or as part of a team.

· High attention to detail and a commitment to delivering high-quality work.

PHYSICAL AND MENTAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer.
• Manual dexterity to operate a computer.
• Correctable vision and hearing.
• Excellent interpersonal skills.
• Clear, easy to understand oral communication ability.
• Must be able to lift up to 20 pounds at times.

This is not just “a job”. If that’s what you are looking for, this is not for you. This is an opportunity to join a growing company. We are building an incredible business made up of incredible people who work hard, push themselves, and have fun learning, growing, and doing new and innovative things. If this is you, APPLY!

This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related duties as assigned by immediate supervisor and other management as required. Hilton Tax & Wealth Advisors reserves the right to revise or change duties as the need arises. This job description does not constitute a written or implied contract of employment.

Job Type: Full-time

Salary: $26.00 - $28.75 per hour

Expected hours: 40 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance

Schedule:

• 10 hour shift

Work Location: In person

Job Type: Full-time

Pay: $26.00 - $28.75 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Bereavement leave
• Flexible schedule
• Paid sick time
• Professional development assistance
• Profit sharing
• Vision insurance

Experience level:

• 3 years

Ability to Relocate:

• Alpharetta, GA 30004: Relocate before starting work (Required)

Work Location: In person