Overview In this role you support a seasoned Tax Director and CFO in managing tax compliance, planning, and research for a busy investment-focused portfolio. You will operate within a Family Office setting, focusing on partnerships and corporate taxation while contributing to strategy and execution. You will collaborate across teams to ensure accurate, discreet handling of tax matters and timely deliverables. This opportunity offers meaningful impact in optimizing tax outcomes for a diversified investment portfolio, with a strong emphasis on integrity and professional growth. You will join a collaborative environment with modern offices and strong benefits, including flexible work options.
Compensation / Benefits- competitive compensation
- state-of-the-art offices
- amazing benefits
- fully stocked kitchen
- free gourmet meals daily
- WFH option on Fridays
Responsibilities- Manage tax compliance and planning for investment partnerships (1065) and corporations (1120)
- Conduct tax research and advise on strategic tax issues related to the family office portfolio
- Coordinate with Tax Director and CFO on tax matters and reporting
- Handle light exposure to individual tax returns (1040) when needed
- Maintain high standards of confidentiality and professional discretion
Key requirements- CPA and/or Master's degree are a plus
- 4+ years of public accounting experience
- Experience in Family Office or investment firm tax, focused on partnerships (1065) and corporations (1120)
- Light exposure to 1040s is a plus
- Outstanding communication skills and high integrity
- strong communication
- discretion
- integrity
- tax compliance
- tax planning
- tax research
