POSITION SUMMARY:
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 & PlanningPrepare and review federal and state tax returns, including individual, fiduciary, partnership, closely held entity, and transfer tax filings, as applicable to assigned clientsReview tax returns, projections, and workpapers prepared by junior team members for accuracy, completeness, and consistencyPrepare and review quarterly and annual tax projectionsProactively identify tax planning opportunities and contribute to developing recommendations to improve tax efficiencyContribute to and support Managers in delivering tax planning and advisory insights, including contributing to client discussions and execution of planning strategiesMulti-Entity & Investment StructuresSupport tax compliance and planning across complex, multi-entity structures, including investment partnerships, trusts, and closely held entitiesAnalyze K-1s, investment activity, and related tax implications, and translate findings into reporting positions and planning recommendationsCross-Functional Collaboration & ExecutionAct as an integrated member of the client service team, supporting client meeting preparation and contributing to discussions on tax strategies and recommendationsPartner with internal team members and external advisors (e.g., legal counsel, investment professionals) to gather information and support accurate, timely tax filingsActively 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 communicationsProvide guidance, training, and review support to junior team members, including day-to-day direction and constructive feedbackTake ownership of discrete workstreams for assigned clients, coordinating with internal and external stakeholders to ensure timely deliveryResearch & AnalysisConduct tax research, interpret tax law changes, and clearly document conclusions and recommendationsStay current on federal, state, and local tax law developments and proactively share relevant insights within the teamStay current with evolving technology trends (AI, automation, data analytics); champion digital transformation and process improvement initiativesAudit & Compliance SupportSupport responses to tax authority notices and audits, including gathering documentation, preparing responses, assisting in representing client positions, and corresponding with tax authorities as appropriateProcess Improvement & ExecutionIdentify and implement enhancements to processes, documentation, and workflows to improve efficiency and effectiveness within the tax functionLeverage technology, automation, and data tools (e.g., AI, analytics) to enhance accuracy, efficiency, scalability, and insightMaintain organized, audit-ready workpapers to support tax filings and analysisManage multiple priorities and deadlines with attention to detailSupport execution of administrative tasks necessary to ensure accurate and timely completion of tax filingsQUALIFICATIONSBachelor’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 requiredProficiency with tax compliance software, tax research tools, and technology-enabled workflow/process improvementCORE COMPETENCIESTeamwork: Working together with clear communication, shared goals, and mutual support to ensure everyone can do their best workExcellence: Commitment to delivering our best every day by upholding high standards with accountability, adaptability, integrity, and also empathyAdvocacy: Championing the best interest of our colleagues and clients by supporting one another to ensure every voice is heard and every action serves the greater goodMeaningful Connections: Fostering a shared sense of belonging by building intentional, authentic relationships grounded in trust, understanding, and collaboration!nnovation: Exploring better ways forward by applying new ideas and existing knowledge to drive meaningful and continuous progressDetail-oriented and highly organized, with strong accountability and ability to manage multiple priorities independentlyClear communicator with strong analytical thinking, problem-solving, and sound judgment, including ability to identify, escalate, and help resolve issuesHigh integrity, discretion, and professionalism in a confidential environment, with ability to build effective, collaborative relationshipsDemonstrates initiative, intellectual curiosity, and strong research skills, with commitment to continuous learning, while reviewing work and providing guidance to others
