Family Office Tax Accountant

Overview

• Join a dynamic team as a Family Office Tax Accountant, contributing to tax compliance, planning, and financial management within a sophisticated investment environment.
• Collaborate closely with partners and stakeholders to deliver strategic tax and estate planning solutions tailored to complex financial structures.
• Engage in specialized tax law applications and investment product analysis, enhancing your expertise in the hedge fund industry.
• Work in a hybrid setting, balancing remote work with in-office collaboration in a vibrant professional community.
• Leverage advanced analytical skills to address unique challenges and contribute to impactful decision-making processes.
• Benefit from a supportive environment that values intellectual growth and professional development.
• Contribute to a firm with a longstanding reputation for excellence and innovation in quantitative investment management.

Key Responsibilities & Duties

• Prepare and file tax returns for federal, state, and local jurisdictions, ensuring compliance and accuracy.
• Manage tax compliance for trusts, LLCs, partnerships, and tax-exempt entities, addressing diverse financial structures.
• Provide strategic tax and estate planning advice to partners, employees, and internal investors.
• Assist in producing partner-specific financial statements and cash flow schedules to support planning efforts.
• Conduct tax planning and research at the management company level, addressing audits, apportionment, and credit analyses.
• Review and ensure compliance with Automatic Exchange of Information (AEOI) filings for applicable jurisdictions.
• Stay updated on evolving tax regulations in the US and relevant foreign jurisdictions, providing timely insights.
• Collaborate with cross-functional teams to enhance financial operations and reporting processes.

Job Requirements

• Bachelor of Science (BS) in Accounting, Finance, or a related field.
• 4-8+ years of tax accounting experience, preferably within complex financial environments.
• CPA or EA certification preferred, demonstrating advanced professional expertise.
• Proficiency in Excel and familiarity with database applications and accounting software like QuickBooks.
• Strong organizational and execution skills, with a focus on process improvement and problem-solving.
• Analytical mindset with a keen interest in addressing complex financial challenges.
• Ability to adapt to evolving tax laws and regulations, ensuring compliance and strategic alignment.
• Experience in hedge fund or family office operations is a plus but not required.