The primary responsibility is to be a confidant to the family on all matters related to tax, investment and family matters.

This tax professional will work with the family’s attorneys, investments and family foundation.

• Tax responsibilities include processing financial accounting data into work papers, reviewing tax returns and estimated tax payments, and researching tax concepts for the family
• Research tax concepts and their application to family situations; communicate results with family members
• Prepare Quarterly and Annual Performance Investment reports
• Interact with family members and key personnel at related operating companies

Requirements :

• Bachelor’s degree in Accounting or Finance
• CPA, CFP, and / or JD
• 8 years of public accounting tax experience focused on high net worth individuals, partnerships, foundations / trusts and / or family office experience

Role Offers :

• Hybrid schedule with 3 days in the office
• A friendly, warm work environment
• Great work-life balance
• Excellent career growth
• 401K and benefits
• Competitive salary and bonus

Last updated : 2024-03-25