Tax Accountant Senior

Our client is recruiting for an organized and driven Sr Tax Accountant to join their family office team that provides integrated wealth management for two families. The Tax Accountant position will work closely with other team members and handle tax planning and compliance education risk management generational planning oversight of charitable trusts and delivery of financial planning services to family members along with some administrative responsibilities. Our client is a growing company looking for a passionate individual with high ethical standards and integrity to join the organization.

Tax Knowledge and Expertise

Tax planning for individuals partnership trust and foundations and estate planning projects

Prepare or review income tax estimates and extensions and work closely with PwC on the preparation of returns for individuals partnership trust and foundations and individuals for various taxing authorities

Research tax issues relating to entities and individuals

Interact with corporate and individual trustees

Proficient in the use of BNA and tax compliance software; CCH Pro Systems (including research and special allocations) a plus

Prepare tax related meeting materials for family branch meetings

General Accounting

Communicate and report on individual investment asset allocations financial planning cash flow and income tax status

Trust foundation and family partnership accounting administration and cash management

Assist in the implementation and maintenance of accounting policies controls and documentation supporting all tax related tasks and procedures as necessary

Administrative

Work with entire team to support family members and day-to-day office duties

Filing and record retention. Family Office / Wealth Management experience a plus

Ability to plan organize and prioritize many tasks and responsibilities while maintaining a positive attitude; capable of multi-tasking with family and team members; effective time management skills; outstanding judgment and deadline oriented

Strong written and verbal communication skills with family and team members; ability to handle issues quickly and promptly

Works well independently or in team situation. Self-motivated pleasant and detail oriented with minimal supervision required.

Role Requirements

CPA with a bachelors degree in accounting or finance is required; MBA a plus

5 years of public accounting experience in tax

Experience in preparation and researching high net worth individuals partnership trusts and private foundation income tax returns a plus

Comfortable with technology in general; ability to update software

Proficiency with Microsoft Office products specifically Excel Word Power Point Access and SharePoint

Experience with Asset Vantage and Adobe Professional a plus

Key Skills

Tax Experience,Accounting Software,GAAP,QuickBooks,Accounting,Sage,Account Reconciliation,Analysis Skills,Research Experience,SOX,Microsoft Excel,Financial Analysis

Employment Type : Full-Time

Experience : years

Vacancy : 1