Family Office Tax Accountant

Overview

• Join a prestigious financial services firm as a Family Office Tax Accountant, focusing on strategic tax planning and compliance for diverse financial structures.
• Contribute to impactful decision-making by leveraging your expertise in tax law and financial management.
• Engage in a hybrid work model, combining remote flexibility with collaborative in-office opportunities.
• Work within a supportive environment that prioritizes professional growth and intellectual development.
• Enhance your skills in managing complex tax compliance for trusts, partnerships, and other entities.
• Collaborate with a dynamic team to deliver tailored tax solutions and estate planning strategies.
• Contribute to a firm renowned for innovation and excellence in financial management.
• Benefit from exposure to sophisticated investment environments and specialized financial operations.

Key Responsibilities & Duties

• Prepare and file accurate tax returns across federal, state, and local jurisdictions, ensuring compliance.
• Manage tax compliance for trusts, LLCs, partnerships, and tax-exempt entities, addressing complex structures.
• Provide strategic tax and estate planning advice to partners and stakeholders.
• Assist in producing detailed financial statements and cash flow schedules for planning purposes.
• Conduct tax planning and research at the management company level, addressing audits and credit analyses.
• Ensure compliance with Automatic Exchange of Information (AEOI) filings for applicable jurisdictions.
• Stay informed on evolving tax regulations in the US and abroad, 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.
• Minimum of 4 years of tax accounting experience; 10 years preferred.
• CPA or EA certification is highly desirable.
• Proficiency in Excel and familiarity with accounting software like QuickBooks.
• Strong organizational and problem-solving skills, with a focus on process improvement.
• Analytical mindset with expertise 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.