Tax & Accounting Associate (Family Office)

A sophisticated, multi-generational family office is seeking a Tax & Accounting Associate to support the tax, accounting, and financial operations of an ultra-high-net-worth family enterprise.

This role offers a unique opportunity for an early-career tax professional to gain broad exposure across complex tax structures, trusts, partnerships, investments, and family office operations within a highly collaborative and dynamic environment.

Unlike traditional tax and accounting roles with narrowly defined responsibilities, this position provides meaningful involvement across a wide range of financial and operational matters. The ideal candidate is intellectually curious, detail-oriented, highly professional, and interested in developing a well-rounded foundation within a family office setting.

What distinguishes this opportunity:

• Exposure to sophisticated tax, trust, partnership, and investment structures
• Direct collaboration with experienced professionals and external advisors
• Opportunity to contribute beyond traditional accounting functions
• High-trust, team-oriented environment with meaningful responsibility
• Long-term professional development within a growing family office

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field preferred
• Approximately 2 years of tax and accounting experience
• Public accounting experience preferred
• CPA license or progress toward CPA preferred
• Strong analytical, organizational, and communication skills
• Ability to manage multiple priorities with discretion and professionalism

This role is well suited for a motivated professional seeking broad experience, substantive responsibility, and the opportunity to work closely with a sophisticated family office team.

Key Responsibilities:

• Support preparation and review of individual, trust, partnership, and entity tax filings
• Compile, analyze, and reconcile financial data to support tax compliance and planning initiatives
• Coordinate with external tax advisors, accountants, attorneys, and other professional service providers
• Assist with month-end and year-end accounting processes, account reconciliations, and financial reporting
• Prepare estimated tax calculations and support tax planning analyses and projections
• Maintain organized workpapers, documentation, and financial records
• Support special projects involving investments, trusts, family entities, and operational initiatives
• Handle sensitive financial information with the highest level of discretion and professionalism

Compensation: $70,000-90,000 annually, depending on experience and qualifications.

The compensation range reflects the company’s good-faith estimate of the base salary for this position at the time of posting. Individual compensation decisions are based on factors including experience, qualifications, skills, education, and internal equity.

Benefits are available in accordance with company policy.

Equal Opportunity Employer

We are committed to attracting, developing, and retaining talented professionals from diverse backgrounds. All qualified applicants will receive consideration for employment without regard to any characteristic protected by federal, state, or local law.