Tax Senior – Family OfficeWhere Tax Expertise Meets Technology Our client is seeking a talented Tax Senior to join a sophisticated and highly collaborative family office environment. This is an excellent opportunity for a tax professional who enjoys complex work but wants to move beyond the traditional public accounting track. In this role, you'll work across tax, accounting, investments, trusts, partnerships, private foundations, and family-office matters while also helping identify smarter ways to get the work done. Our client is particularly interested in someone who embraces technology and is excited about using AI, automation, and data tools to improve accuracy, efficiency, and insight. For the right person, this position offers variety, visibility, and the opportunity to expand into additional areas based on your interests and strengths.
What You'll Be Doing:
You'll play an important role in supporting the tax and accounting needs of complex, multi-entity family structures.
Responsibilities will include:- Preparing and reviewing income tax estimates, extensions, and returns for individuals, partnerships, trusts, and private foundations
- Maintaining and reconciling investment tax-basis schedules
- Researching and resolving federal and state tax notices
- Supporting annual tax planning and strategy initiatives
- Reconciling K-1s, brokerage activity, business transactions, and other tax-reporting information to the general ledger
- Preparing journal entries and ensuring accurate entity-level and cross-system reconciliations
- Coordinating 1099s, state withholding, annual reports, and other required filings
- Supporting private foundation compliance, annual audits, and Form 990-PF reporting
- Assisting with financial and administrative needs and responding to special projects and ad-hoc requests
- Working with the team to develop and improve AI-enabled and automated tax and accounting workflows
- Exploring tools such as AI platforms, basic scripting, Alteryx, and other technologies that can reduce manual work
Helping evaluate new technology, develop useful AI prompts and workflows, and share best practices with the team.
What We're Looking For:
Our ideal candidate brings a strong tax foundation along with the curiosity and flexibility to work across several areas.
You'll be a strong fit if you have:
- Bachelor's degree in Accounting, Finance, or a related field 3+ years of public accounting experience
- Big 4 experience is highly desirable
- Experience working with high-net-worth individuals, investment partnerships, trusts, private foundations, and/or nonprofit organizations
- Strong general ledger, reconciliation, and journal-entry experience
- Familiarity with accounting and tax platforms such as Sage and CCHStrong Excel and Microsoft Office skills
- Excellent organizational skills with the ability to manage multiple priorities and deadlines
- Strong written and verbal communication skills
- The judgment, professionalism, and discretion necessary to work in a family-office environment
Experience with family offices, wealth management, private foundation compliance, K-1x, Alteryx, Tableau, or similar tools is a definite plus. A CPA or MBA is preferred but not required.
Technology Isn't an Afterthought HereWe're looking for someone who sees technology as a way to make great work even better.
Experience using tools such as ChatGPT, Claude, Copilot, or other AI platforms is highly valued. You don't need to be a programmer, but you should be curious about automation and comfortable experimenting with new ways to streamline processes, analyze information, and reduce repetitive work.
Why Consider This Opportunity?
This isn't a narrowly defined tax position where you'll spend every day doing the same thing.
You'll have the opportunity to work with sophisticated financial structures, collaborate closely with a small team, gain exposure to family-office and philanthropic activities, and help shape how emerging technology is used within the organization.
If you're a strong tax professional who enjoys variety, complex problem-solving, technology, and continuous improvement, this could be an exciting next step in your career.
