Tax SpecialistCambient Family Office LLC • Ada, MI, US
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Tax Specialist
Cambient Family Office LLC • Ada, MI, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Deliver accurate and timely tax compliance services for high-net-worth individuals, trusts, and closely held entities Develop and implement strategic tax planning aligned with clients’ wealth and legacy goals Collaborate across disciplines to support estate, gift, and succession planning Enhance operational efficiency for small family offices through process and technology improvements Maintain strong client relationships built on trust, discretion, and proactive service Prepare and review complex tax returns (individual, fiduciary, partnership, corporate) Develop tax planning strategies for clients and their businesses Interpret and communicate tax law changes to clients and internal teams Support estate, gift, and succession planning initiatives Collaborate with advisors, attorneys, and accountants to deliver integrated solutions Assist with IRS and state tax inquiries and audits Participate in multi-disciplinary client meetings Contribute to internal process improvement initiatives Assist with onboarding and training of junior staff Support marketing and business development efforts through technical input Analytical and detail-oriented Discreet and trustworthy Proactive and solution-focused Collaborative and team-oriented Professional and client-centered Integrity and confidentiality. Excellence in client service. Lifelong learning and development. Accountability and ownership. Innovation and continuous improvement. Operates independently within defined tax responsibilities. Advises clients and internal teams on tax matters. Escalates complex legal or compliance issues to senior leadership. Bachelor’s degree in Accounting, Finance, or related field required. CPA or Enrolled Agent designation preferred. Master’s in Taxation (MST) or JD / LL.M. in Taxation is a plus. 7–10 years of progressive tax experience in a public accounting, wealth management, or multi-family office environment. Proven experience with tax compliance and planning for closely held businesses, family offices, and high-net-worth individuals. Familiarity with estate, gift, and succession planning concepts. Background in public accounting, wealth management, or family office. Experience with closely held businesses and high-net-worth individuals. Proficiency in tax software (e.g., CCH Axcess, ProSystem fx, GoSystem or similar). Strong Excel and Microsoft Office skills. Familiarity with document management and CRM systems. Tax preparation and planning software. Office productivity tools (Word, Excel, Outlook). Secure file sharing and document management platforms. Tax research and compliance. Strategic tax planning. Communication and presentation. Problem-solving and critical thinking. Time management and multitasking. Federal, state, and local tax laws. Estate and gift tax regulations. Succession planning strategies. Family office operations and structures. May mentor junior staff. No direct supervisory responsibilities unless promoted. Tax Director Managing Director Wealth Advisors Client Service Teams Clients and their representatives Estate planning attorneys CPAs and external accountants IRS and state tax authorities High-level analytical thinking Judgment and decision-making Complex problem-solving Written and verbal communication Primarily sedentary office work Occasional travel for client meetings Manual dexterity for computer use Opportunity to advance to Senior Tax Specialist or Tax Manager. Exposure to complex planning and multi-generational wealth strategies. Professional development through continuing education and certifications. Gain familiarity with firm systems and client profiles. Demonstrate accuracy and timeliness in tax compliance tasks. Build relationships with internal teams and external partners. Contribute to planning discussions and client meetings. Identify opportunities for process improvement and efficiency.
Job Description
Job Description
About the Firm
Cambient is an independent multi-family office serving affluent families, private foundations, and entrepreneurs. We provide comprehensive wealth management, investment advisory, and concierge services with a commitment to discretion, professionalism, and personalized care.
Why Join Us
- Be part of a collaborative, multi-disciplinary team serving sophisticated families and their enterprises.
- Opportunity to contribute meaningfully to clients’ long-term financial and legacy goals.
- Competitive compensation, comprehensive benefits, and professional development support.
- A collegial, client-centered culture that values integrity, excellence, and innovation.
About the Role
The Tax Specialist will be responsible for delivering comprehensive private client tax services within a multi-family office environment. This individual will manage tax compliance and planning for closely held businesses, their owners, and other high-net-worth individuals, while providing strategic guidance on estate, gift, and succession planning. The ideal candidate is detail-oriented, client-focused, and comfortable collaborating across disciplines to support sophisticated clients and enhance operational efficiency for small family offices.
Performance Goals
Primary (Essential) Job Duties
Secondary (Non-Essential) Job Duties
Work Styles (Behavioral Traits)
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Scope of Authority
Education & Training
Experience Required
Technology Skills
Skills
Knowledge
Supervisory Requirements
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External :
Abilities & Work Context
Cognitive Requirements :
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Growth Expectations
New Hire Work Objectives
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