Senior Tax Accountant

(High Net Worth/Family Office Services)

Four Squared Solutions is seeking a Senior Tax Accountant professional focused on High Net Worth/Family Office Services, for an opportunity with a located in the Greater Baltimore, MD area.

Job Overview:

We are seeking a highly skilled and experienced Senior Tax Accountant specializing in tax compliance and planning for high-net-worth individuals and family offices with focus on

complex investment structures, with an interplay with philanthropic planning as well as trust and estate planning. The ideal candidate will possess a strong understanding of tax laws, regulations, and strategies to optimize tax efficiency while ensuring compliance.

Responsibilities:

• Prepare and review individual, trust and private foundation tax returns and support on complex transactions for the firms tax clients including but not limited to:
• Families that invest in private equity, real estate, venture capital, and hedge funds
• Families that own interests in management companies and GPs of hedge fund managers
• Assist with tax research and consulting projects, as needed
• Be a key member of the team in understanding family office structures, trust and estate planning, and planning for families in areas noted above Collaborate effectively across the team to support the firms thoughtful and proactive approach to tax advisory services.

• Tax Compliance: Ensure accurate and timely preparation and filing of various tax returns, including individual, trust, partnership, and corporate returns for high-net-worth individuals and family offices.

• Tax Planning: Develop and implement comprehensive tax planning strategies to minimize tax liabilities and optimize financial outcomes for clients. Stay abreast of changes in tax laws and regulations to identify opportunities for tax savings.

• Client Management: Serve as the primary point of contact for assigned clients, providing expert guidance and advice on tax-related matters. Cultivate strong relationships built on trust, integrity, and professionalism.

• Financial Analysis: Conduct in-depth financial analysis to assess clients' current financial situations and identify areas for improvement or optimization. Collaborate with clients and other financial professionals to develop personalized tax strategies aligned with their goals and objectives. Assist with ad hoc internal accounting, HR functions, and tax projects as needed

• Research and Compliance: Stay informed about changes in tax laws, regulations, and industry trends to ensure compliance and minimize risks for clients. Conduct thorough research and analysis on complex tax issues and provide recommendations accordingly. Documentation and Record Keeping: Maintain accurate and organized documentation of tax-related activities, including financial statements, tax returns, correspondence, and other relevant records. Ensure compliance with record-keeping requirements and internal policies.

• Team Collaboration: Collaborate with internal teams, including tax attorneys, financial advisors, and other accounting professionals, to deliver comprehensive solutions and support to clients. Share expertise and best practices to enhance team performance and client service delivery.

• Continuing Education: Pursue ongoing professional development opportunities to expand knowledge and skills in tax laws, regulations, and industry practices. Stay current with professional certifications and licenses required for the role.

Qualifications:

• Bachelor's degree in accounting, finance, or related field; CPA certification preferred.
• Minimum of 4 years of experience in tax compliance and planning, preferably with a focus on high-net-worth individuals and family offices.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Proficiency in tax preparation software and financial management tools (e.g., QuickBooks, Excel).
• Excellent analytical skills with a keen attention to detail.
• Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Commitment to professional ethics and integrity.
• Ability to work independently and collaboratively within a team environment.
• Strong commitment to continuous learning and professional development.

Employment Type: Full-time

If you meet the qualifications and are eager to join a dynamic team dedicated to providing exceptional tax services to high-net-worth individuals and family offices, we encourage you to apply for this exciting opportunity.

Physical Requirements:

• Valid drivers license required. Must reside within the geographic area of the assigned area. This position requires regular business travel mostly by car within a set geographic region.
• Ability to carry and transport professional sales samples and literature.

• Must be able to lift up to 25 lbs. as needed
• Frequent talking, hearing, visual acuity (detail/accuracy), and repetitive motion

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

About Four Squared Solutions, LLC

Headquartered in Florida, Four Squared Solutions we provide clients with quality staffing solutions. Four Squared Solutions offers IT & Professional Services Staffing, consulting, managed solutions, and direct placement services. For more information on the company, please visit us online at foursquaredsolutions.com We Facilitate the skills and success of both individuals and organizations by connecting great people to great companies.

Affirmative Action/EEO statement

EEO Employer: Four Squared Solutions is an equal employment opportunity/affirmative action employer. In this regard, it does not discriminate against any qualified individual on the basis of sex, race, color, national origin, religion, sexual orientation, age, marital status, mental, physical or sensory disability, or any other classification protected by applicable local, state, federal, and/or international law.

Four Squared Solutions also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and an E-Verify employer.