Job Information
Chick-fil-A Lead Accountant, Cathy Family Office in Atlanta, Georgia
Overview
This role exists to support the Family Enterprise. The role combines expertise in tax strategy, compliance, and reporting, that often requires an understanding of complex family structures, trusts, and wealth management. A successful candidate must be comfortable advising both Owners and Senior Leadership. This position provides professional influence and consultation, so one must operate with a servant's heart.
Our Flexible Future model offers a healthy mix of working in person and virtually, strengthening key elements of the Chick-fil-A culture by fostering collaboration and community.
Responsibilities
Prepare individual, partnership, S corporation, trust, nonprofit, gift, sales and use, and property tax returns.
Responsible for tax planning and strategy for approximately 30 individuals and growing, 70 trusts and multiple entities by advising on tax implications related to family investments, real estate holdings, business transactions, and philanthropic activities.
General understanding of the complexities of a multigenerational/privately held family business.
Manage tax obligations by monitoring monthly withholdings and calculations for estimated tax payments throughout the year.
Stay current on changes in federal, state, and international tax laws that may impact the family office’s tax strategy. Advise senior management on new tax laws, regulations, and opportunities for tax planning.
Capability to provide head of tax, proactive tax planning opportunities that support family investment and cash flow goals.
Assist with correspondence on IRS audits, notices or other related inquiries.
Manage relationships with outside accounting firms, tax credit brokers, and additional parties.
Required Qualifications (Knowledge, Skills, & Abilities)
Bachelor's Degree in Accounting/Tax
3+ years of experience
Must have or be actively working toward earning your CPA
Preferred Qualifications (Knowledge, Skills, & Abilities)
Master's Degree
Experience in Family Office Environment
Experience supporting and leading tax strategies for high net worth individuals
Required Years of Experience
3
Travel Requirements
10%
Required Level of Education
Bachelor's Degree
Preferred Level of Education
Master's Degree
Major/Concentration
Accounting/Tax
Relocation Assistance Provided
No
Job FunctionAccounting/Financial Services
Position TypeExperienced Professionals
Travel Requirements10%
FLSA StatusExempt
Requisition ID2025-18389
Posting Location : LocationUS-GA-Atlanta
Relocation Assistance ProvidedNo