Tax / Sr. Tax Associate (Family Office Advisor)

Our client, a well-established private equity firm, is seeking a Tax Associate or Sr. Tax Associate to sit in their dedicated Family Office in Boston, MA. This role is mostly remote but will require this individual to go into office 2-3 day per month on average.

Position Summary:

The Family Office Advisor will be responsible for the day-to-day administration and execution of services provided to an assigned group of clients. This role works closely with Family Office Managers to prepare and deliver recurring quarterly client services while also addressing ad hoc client projects. The Family Office Advisor will develop an intimate knowledge of their assigned clients to provide technical guidance and a high level of client support. Additionally, this role involves coordinating with outside vendors and advisors and assisting with the administration and operations of the family office practice.

Primary Duties and Responsibilities:

• Prepare quarterly meeting packages for assigned clients, including the preparation of net worth statements, cash flow projections, investment performance reporting, capital commitment schedules, charitable giving schedules, and family gifting schedules.
• Prepare quarterly income tax projections, including the calculation of estimated tax payments and overall tax planning for clients and their family entities.
• Coordinate investment management services with investment advisors by sharing client balance sheets, providing guidance on cash needs, and assisting in the execution of investment transactions.
• Assist in implementing the firm’s securities trading policy by conducting quarterly reviews of the clients’ holdings and transactions and coordinating pre-clearance for all covered securities transactions.
• Collect and maintain client data from various sources, working closely with the Family Office Accounting and Reporting Coordinator to ensure the accuracy of clients’ financial information in the accounting and reporting system.
• Provide cash management services to clients, including preparing cash flow projections, offering guidance on cash flow planning, and coordinating wire transfer requests.
• Evaluate and execute complex income and estate tax planning ideas and financial transactions.
• Assist clients with real estate transactions, including coordination of paperwork and processes associated with obtaining loans and mortgages.
• Advise clients on charitable and family gifting strategies. Assist in the selection of assets for gifting and coordinate asset transfers and associated reporting.
• Review clients’ risk management profiles and coordinate with outside advisors to evaluate appropriate coverage for life insurance and property and casualty insurance needs.
• Collaborate with outside accounting firms, including reviewing complex individual, fiduciary, gift, private foundation, and partnership tax returns.
• Research tax and non-tax issues to identify appropriate solutions.
• Review and summarize business and legal documents, such as partnership agreements, investment subscription documents, wills, and trust agreements.
• Complete investment subscription documents and coordinate capital calls.
• Prepare and update diagrams reflecting the flow of clients’ estate plans, including bequests of assets and calculations of transfer tax liability.
• Implement and continually improve standard operating procedures.
  

• 4 years of public tax OR family office experience (would consider a little less, but ideally 4-5 )
• Individual / High-Net-Worth client experience is a must
• This is a role for someone that wants to do more than just tax (i.e., net-worth, cash management, performance, gifts, overall strategy etc.)
• Other requirements: Detail-oriented, strong organizational skills, self-starter, proficiency in Microsoft Excel

Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

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