Perform tax compliance, planning, and advisory services for a single-family office serving ultra-high-net-worth individuals and their related entities. This role operates with increased independence, manages assigned workstreams, supports complex multi-entity structures, reviews work prepared by junior staff, and collaborates with internal team members and external advisors to deliver high-quality, timely results.
KEY RESPONSIBILITIES
Tax Compliance & Planning Prepare and review federal and state tax returns, including individual, fiduciary, partnership, closely held entity, and transfer tax filings, as applicable to assigned clients Review tax returns, projections, and workpapers prepared by junior team members for accuracy, completeness, and consistency Prepare and review quarterly and annual tax projections Proactively identify tax planning opportunities and contribute to developing recommendations to improve tax efficiency Contribute to and support Managers in delivering tax planning and advisory insights, including contributing to client discussions and execution of planning strategies Multi-Entity & Investment Structures Support tax compliance and planning across complex, multi-entity structures, including investment partnerships, trusts, and closely held entities Analyze K-1s, investment activity, and related tax implications, and translate findings into reporting positions and planning recommendations Cross-Functional Collaboration & Execution Act as an integrated member of the client service team, supporting client meeting preparation and contributing to discussions on tax strategies and recommendations Partner with internal team members and external advisors (e.g., legal counsel, investment professionals) to gather information and support accurate, timely tax filings Actively support assigned client relationships and tax deliverables, including preparing materials for client meetings, maintaining awareness of ongoing tax compliance and planning activities, assisting with execution of tax-related action items, and supporting client communications Provide guidance, training, and review support to junior team members, including day-to-day direction and constructive feedback Take ownership of discrete workstreams for assigned clients, coordinating with internal and external stakeholders to ensure timely delivery Research & Analysis Conduct tax research, interpret tax law changes, and clearly document conclusions and recommendations Stay current on federal, state, and local tax law developments and proactively share relevant insights within the team Stay current with evolving technology trends (AI, automation, data analytics); champion digital transformation and process improvement initiatives Audit & Compliance Support Support responses to tax authority notices and audits, including gathering documentation, preparing responses, assisting in representing client positions, and corresponding with tax authorities as appropriate Process Improvement & Execution Identify and implement enhancements to processes, documentation, and workflows to improve efficiency and effectiveness within the tax function Leverage technology, automation, and data tools (e.g., AI, analytics) to enhance accuracy, efficiency, scalability, and insight Maintain organized, audit-ready workpapers to support tax filings and analysis Manage multiple priorities and deadlines with attention to detail Support execution of administrative tasks necessary to ensure accurate and timely completion of tax filings
Requirements:
Bachelor's degree in Accounting, Finance, or related field 4-6 years of relevant tax experience (public accounting or family office experience preferred) CPA, EA or JD required Proficiency with tax compliance software, tax research tools, and technology-enabled workflow/process improvement
